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 | $21,390 | $97,125-78.0% | $86,233-75.2% | $137,256-84.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.52% | 74.19%-53.7pp | 61.39%-40.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $936 | $2,841-67.1% | $2,504-62.6% | $4,156-77.5% |
| Participant deferral / active EE | $5,845 | $5,180+12.9% | $4,559+28.2% | $6,407-8.8% |
| Admin fee / account holder | $49 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |