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 | $10,834 | $99,877-89.2% | $84,966-87.2% | $145,922-92.6% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 41.79% | 83.76%-42.0pp | 66.38%-24.6pp | 561.29%-519.5pp |
| Employer contribution / active EE | $2,187 | $3,231-32.3% | $2,727-19.8% | $4,660-53.1% |
| Participant deferral / active EE | $3,449 | $5,291-34.8% | $4,519-23.7% | $6,688-48.4% |
| Admin fee / account holder | $14 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |