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 | $16,300 | $72,071-77.4% | $68,368-76.2% | $137,256-88.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 28.44% | 353.14%-324.7pp | 292.57%-264.1pp | 220.34%-191.9pp |
| Employer contribution / active EE | $2,425 | $2,788-13.0% | $2,649-8.5% | $4,156-41.7% |
| Participant deferral / active EE | $5,222 | $4,410+18.4% | $4,123+26.7% | $6,407-18.5% |
| Admin fee / account holder | $90 | $5,336-98.3% | $5,150-98.3% | $12,270-99.3% |