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 | $23,604 | $124,425-81.0% | $112,040-78.9% | $137,256-82.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.46% | 24.72%-3.3pp | 24.52%-3.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,890 | $3,411-44.6% | $2,954-36.0% | $4,156-54.5% |
| Participant deferral / active EE | $8,251 | $5,718+44.3% | $5,098+61.9% | $6,407+28.8% |
| Admin fee / account holder | $141 | $15,207-99.1% | $12,098-98.8% | $12,270-98.9% |