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 | $28,050 | $183,519-84.7% | $155,509-82.0% | $145,922-80.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.36% | 61.17%-42.8pp | 64.67%-46.3pp | 561.29%-542.9pp |
| Employer contribution / active EE | $7,603 | $5,313+43.1% | $4,672+62.7% | $4,660+63.2% |
| Participant deferral / active EE | $2,841 | $6,462-56.0% | $5,626-49.5% | $6,688-57.5% |
| Admin fee / account holder | $67 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |