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 | $32,629 | $100,970-67.7% | $96,576-66.2% | $137,256-76.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.48% | 38.16%-14.7pp | 38.47%-15.0pp | 220.34%-196.9pp |
| Employer contribution / active EE | $2,655 | $3,809-30.3% | $3,553-25.3% | $4,156-36.1% |
| Participant deferral / active EE | $3,250 | $8,286-60.8% | $7,956-59.2% | $6,407-49.3% |
| Admin fee / account holder | $61 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |