See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,777 | $100,773-91.3% | $88,946-90.1% | $142,382-93.8% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 19.14% | 70.18%-51.0pp | 57.82%-38.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,353 | $2,918-53.6% | $2,555-47.0% | $4,299-68.5% |
| Participant deferral / active EE | $2,125 | $5,230-59.4% | $4,581-53.6% | $6,507-67.3% |
| Admin fee / account holder | $45 | $9,693-99.5% | $8,261-99.5% | $12,624-99.6% |