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 | $23,205 | $117,983-80.3% | $101,794-77.2% | $142,382-83.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.31% | 36.92%-18.6pp | 30.53%-12.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,957 | $2,773-29.4% | $2,289-14.5% | $4,299-54.5% |
| Participant deferral / active EE | $3,562 | $4,714-24.4% | $4,084-12.8% | $6,507-45.3% |
| Admin fee / account holder | $39 | $10,433-99.6% | $8,777-99.6% | $12,624-99.7% |