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 | $17,665 | $97,125-81.8% | $86,233-79.5% | $137,256-87.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 45.34% | 74.19%-28.8pp | 61.39%-16.0pp | 220.34%-175.0pp |
| Employer contribution / active EE | $2,053 | $2,841-27.7% | $2,504-18.0% | $4,156-50.6% |
| Participant deferral / active EE | $2,513 | $5,180-51.5% | $4,559-44.9% | $6,407-60.8% |
| Admin fee / account holder | $36 | $9,725-99.6% | $8,342-99.6% | $12,270-99.7% |