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 | $11,988 | $69,207-82.7% | $64,056-81.3% | $139,434-91.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.68% | 45.88%-25.2pp | 33.69%-13.0pp | 372.94%-352.3pp |
| Employer contribution / active EE | $9,238 | $3,182+190.3% | $2,747+236.4% | $4,751+94.5% |
| Participant deferral / active EE | $2,471 | $4,682-47.2% | $3,880-36.3% | $6,710-63.2% |
| Admin fee / account holder | $73 | $4,244-98.3% | $3,068-97.6% | $11,403-99.4% |