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 | $54,557 | $111,754-51.2% | $103,333-47.2% | $145,922-62.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.65% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,980 | $4,212-53.0% | $3,868-48.8% | $4,660-57.5% |
| Participant deferral / active EE | $10,130 | $5,619+80.3% | $5,057+100.3% | $6,688+51.5% |
| Admin fee / account holder | $85 | $9,750-99.1% | $8,355-99.0% | $13,397-99.4% |