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 | $13,840 | $69,207-80.0% | $64,056-78.4% | $139,434-90.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 34.92% | 45.88%-11.0pp | 33.69%+1.2pp | 372.94%-338.0pp |
| Employer contribution / active EE | $5,095 | $3,182+60.1% | $2,747+85.5% | $4,751+7.3% |
| Participant deferral / active EE | $4,975 | $4,682+6.3% | $3,880+28.2% | $6,710-25.9% |
| Admin fee / account holder | $183 | $4,244-95.7% | $3,068-94.0% | $11,403-98.4% |