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 | $20,888 | $29,660-29.6% | $56,411-63.0% | $80,856-74.2% |
| Participation rate | 76.7% | 41.6%+35.0pp | 52.5%+24.2pp | 67.6%+9.0pp |
| Annual return | 27.08% | 35.23%-8.2pp | 1701.33%-1674.3pp | 35.59%-8.5pp |
| Employer contribution / active EE | $1,110 | $669+65.9% | $1,039+6.9% | $2,755-59.7% |
| Participant deferral / active EE | $4,936 | $1,226+302.6% | $1,952+152.9% | $4,296+14.9% |
| Admin fee / account holder | $202 | $2,428-91.7% | $2,829-92.8% | $6,918-97.1% |