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 | $8,232 | $60,892-86.5% | $82,389-90.0% | $84,808-90.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 19.19% | 37.29%-18.1pp | 28.67%-9.5pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,459 | $1,779-18.0% | $2,517-42.0% | $2,631-44.5% |
| Participant deferral / active EE | $1,782 | $3,179-44.0% | $4,155-57.1% | $4,212-57.7% |
| Admin fee / account holder | $30 | $5,467-99.5% | $7,231-99.6% | $7,344-99.6% |