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 | $31,609 | $159,602-80.2% | $150,045-78.9% | $142,382-77.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.43% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $953 | $4,961-80.8% | $4,693-79.7% | $4,299-77.8% |
| Participant deferral / active EE | $5,700 | $8,310-31.4% | $7,997-28.7% | $6,507-12.4% |
| Admin fee / account holder | $47 | $14,846-99.7% | $13,435-99.7% | $12,624-99.6% |