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 | $12,004 | $118,427-89.9% | $66,042-81.8% | $142,382-91.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 23.37% | 35.57%-12.2pp | 52.11%-28.7pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,053 | $2,570-20.1% | $1,579+30.0% | $4,299-52.2% |
| Participant deferral / active EE | $2,272 | $4,311-47.3% | $2,835-19.9% | $6,507-65.1% |
| Admin fee / account holder | $22 | $9,593-99.8% | $5,747-99.6% | $12,624-99.8% |