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 | $27,149 | $100,970-73.1% | $96,576-71.9% | $137,256-80.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.97% | 38.16%-16.2pp | 38.47%-16.5pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,384 | $3,809-37.4% | $3,553-32.9% | $4,156-42.6% |
| Participant deferral / active EE | $7,027 | $8,286-15.2% | $7,956-11.7% | $6,407+9.7% |
| Admin fee / account holder | $61 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |