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 | $23,950 | $158,398-84.9% | $126,539-81.1% | $142,382-83.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.07% | 593.76%-574.7pp | 425.95%-406.9pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,413 | $4,650-69.6% | $3,674-61.5% | $4,299-67.1% |
| Participant deferral / active EE | $5,175 | $4,767+8.6% | $4,083+26.7% | $6,507-20.5% |
| Admin fee / account holder | $272 | $6,918-96.1% | $6,065-95.5% | $12,624-97.8% |