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 | $31,139 | $111,754-72.1% | $103,333-69.9% | $145,922-78.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.07% | 24.77%-3.7pp | 24.88%-3.8pp | 561.29%-540.2pp |
| Employer contribution / active EE | $8,817 | $4,212+109.3% | $3,868+128.0% | $4,660+89.2% |
| Participant deferral / active EE | $8,801 | $5,619+56.6% | $5,057+74.0% | $6,688+31.6% |
| Admin fee / account holder | $158 | $9,750-98.4% | $8,355-98.1% | $13,397-98.8% |