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 | $6,097 | $63,703-90.4% | $93,063-93.4% | $82,448-92.6% |
| Participation rate | 96.7% | 63.8%+32.8pp | 72.1%+24.6pp | 68.1%+28.6pp |
| Annual return | 26.52% | -775.43%+801.9pp | 34.15%-7.6pp | 41.64%-15.1pp |
| Employer contribution / active EE | $1,326 | $1,729-23.3% | $2,476-46.4% | $2,551-48.0% |
| Participant deferral / active EE | $2,995 | $2,919+2.6% | $3,958-24.3% | $4,139-27.7% |
| Admin fee / account holder | $227 | $5,982-96.2% | $6,033-96.2% | $7,234-96.9% |