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 | $29,589 | $169,032-82.5% | $129,207-77.1% | $145,922-79.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.77% | 14330.11%-14318.3pp | 9417.33%-9405.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $827 | $5,537-85.1% | $4,153-80.1% | $4,660-82.2% |
| Participant deferral / active EE | $1,687 | $4,987-66.2% | $4,168-59.5% | $6,688-74.8% |
| Admin fee / account holder | $246 | $9,954-97.5% | $7,715-96.8% | $13,397-98.2% |