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 | $33,290 | $133,922-75.1% | $116,228-71.4% | $142,382-76.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.59% | 147.76%-127.2pp | 90.06%-69.5pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,551 | $3,446-55.0% | $2,994-48.2% | $4,299-63.9% |
| Participant deferral / active EE | $4,642 | $5,672-18.2% | $4,953-6.3% | $6,507-28.7% |
| Admin fee / account holder | $52 | $14,945-99.6% | $11,989-99.6% | $12,624-99.6% |