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 | $11,376 | $109,982-89.7% | $97,226-88.3% | $145,922-92.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.30% | 242.90%-227.6pp | 75.13%-59.8pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,212 | $3,084-60.7% | $2,729-55.6% | $4,660-74.0% |
| Participant deferral / active EE | $1,818 | $4,676-61.1% | $4,264-57.4% | $6,688-72.8% |
| Admin fee / account holder | $11 | $6,221-99.8% | $5,654-99.8% | $13,397-99.9% |