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 | $9,366 | $99,877-90.6% | $84,966-89.0% | $145,922-93.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.52% | 83.76%-75.2pp | 66.38%-57.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,224 | $3,231-62.1% | $2,727-55.1% | $4,660-73.7% |
| Participant deferral / active EE | $2,127 | $5,291-59.8% | $4,519-52.9% | $6,688-68.2% |
| Admin fee / account holder | $27 | $7,248-99.6% | $6,149-99.6% | $13,397-99.8% |