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 | $37,000 | $109,982-66.4% | $97,226-61.9% | $145,922-74.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.94% | 242.90%-226.0pp | 75.13%-58.2pp | 561.29%-544.3pp |
| Employer contribution / active EE | $3,749 | $3,084+21.6% | $2,729+37.4% | $4,660-19.5% |
| Participant deferral / active EE | $8,585 | $4,676+83.6% | $4,264+101.3% | $6,688+28.4% |
| Admin fee / account holder | $45 | $6,221-99.3% | $5,654-99.2% | $13,397-99.7% |