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 | $24,774 | $97,125-74.5% | $86,233-71.3% | $137,256-82.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.19% | 74.19%-52.0pp | 61.39%-39.2pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,702 | $2,841-40.1% | $2,504-32.1% | $4,156-59.1% |
| Participant deferral / active EE | $5,285 | $5,180+2.0% | $4,559+15.9% | $6,407-17.5% |
| Admin fee / account holder | $52 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |