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 | $12,638 | $95,266-86.7% | $82,389-84.7% | $142,382-91.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 44.75% | 25.74%+19.0pp | 28.67%+16.1pp | 217.08%-172.3pp |
| Employer contribution / active EE | $992 | $2,991-66.8% | $2,517-60.6% | $4,299-76.9% |
| Participant deferral / active EE | $8,318 | $4,809+73.0% | $4,155+100.2% | $6,507+27.8% |
| Admin fee / account holder | $27 | $8,563-99.7% | $7,231-99.6% | $12,624-99.8% |