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 | $9,048 | $110,261-91.8% | $95,745-90.5% | $139,434-93.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.17% | 27.11%-6.9pp | 28.35%-8.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,043 | $3,257-68.0% | $2,835-63.2% | $4,751-78.1% |
| Participant deferral / active EE | $1,564 | $4,676-66.6% | $4,245-63.2% | $6,710-76.7% |
| Admin fee / account holder | $8 | $6,613-99.9% | $5,678-99.9% | $11,403-99.9% |