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 | $7,964 | $85,022-90.6% | $70,515-88.7% | $139,434-94.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 30.69% | 30.38%+0.3pp | 32.77%-2.1pp | 372.94%-342.3pp |
| Employer contribution / active EE | $4,304 | $3,909+10.1% | $2,973+44.7% | $4,751-9.4% |
| Participant deferral / active EE | $4,304 | $5,890-26.9% | $4,567-5.8% | $6,710-35.9% |
| Admin fee / account holder | $8 | $8,906-99.9% | $6,412-99.9% | $11,403-99.9% |