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 | $19,762 | $74,888-73.6% | $71,209-72.2% | $142,382-86.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.85% | 345.14%-323.3pp | 282.51%-260.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,610 | $2,854-8.6% | $2,721-4.1% | $4,299-39.3% |
| Participant deferral / active EE | $4,756 | $4,454+6.8% | $4,175+13.9% | $6,507-26.9% |
| Admin fee / account holder | $143 | $5,568-97.4% | $5,349-97.3% | $12,624-98.9% |