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 | $25,831 | $110,261-76.6% | $95,745-73.0% | $139,434-81.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.87% | 27.11%-9.2pp | 28.35%-10.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,463 | $3,257-55.1% | $2,835-48.4% | $4,751-69.2% |
| Participant deferral / active EE | $11,924 | $4,676+155.0% | $4,245+180.9% | $6,710+77.7% |
| Admin fee / account holder | $223 | $6,613-96.6% | $5,678-96.1% | $11,403-98.0% |