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 7-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 | $21,619 | $99,919-78.4% | - | $158,922-86.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | - | 82.0%+18.0pp |
| Annual return | 28.69% | 35.31%-6.6pp | - | 302.83%-274.1pp |
| Employer contribution / active EE | $5,509 | $3,686+49.5% | - | $4,761+15.7% |
| Participant deferral / active EE | $4,207 | $4,771-11.8% | - | $5,982-29.7% |
| Admin fee / account holder | $14 | $2,820-99.5% | - | $11,246-99.9% |