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 | $25,043 | $111,535-77.5% | $105,223-76.2% | $137,256-81.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.33% | 237.85%-217.5pp | 180.65%-160.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,464 | $3,939-62.8% | $3,689-60.3% | $4,156-64.8% |
| Participant deferral / active EE | $4,559 | $5,500-17.1% | $5,072-10.1% | $6,407-28.8% |
| Admin fee / account holder | $269 | $9,721-97.2% | $8,859-97.0% | $12,270-97.8% |