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 | $26,165 | $72,071-63.7% | $68,368-61.7% | $137,256-80.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.39% | 353.14%-328.8pp | 292.57%-268.2pp | 220.34%-195.9pp |
| Employer contribution / active EE | $1,418 | $2,788-49.1% | $2,649-46.5% | $4,156-65.9% |
| Participant deferral / active EE | $5,853 | $4,410+32.7% | $4,123+42.0% | $6,407-8.6% |
| Admin fee / account holder | $60 | $5,336-98.9% | $5,150-98.8% | $12,270-99.5% |