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 | $27,048 | $111,754-75.8% | $103,333-73.8% | $145,922-81.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 37.68% | 24.77%+12.9pp | 24.88%+12.8pp | 561.29%-523.6pp |
| Employer contribution / active EE | $2,104 | $4,212-50.0% | $3,868-45.6% | $4,660-54.8% |
| Participant deferral / active EE | $4,129 | $5,619-26.5% | $5,057-18.4% | $6,688-38.3% |
| Admin fee / account holder | $19 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |