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 6-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 | $24,218 | $114,381-78.8% | $107,525-77.5% | $142,382-83.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.38% | 242.71%-223.3pp | 181.32%-161.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,638 | $4,015-59.2% | $3,754-56.4% | $4,299-61.9% |
| Participant deferral / active EE | $2,023 | $5,564-63.7% | $5,116-60.5% | $6,507-68.9% |
| Admin fee / account holder | $30 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |