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 | $26,664 | $106,515-75.0% | $96,683-72.4% | $139,434-80.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.32% | 38.43%-11.1pp | 35.69%-8.4pp | 372.94%-345.6pp |
| Employer contribution / active EE | $1,649 | $4,103-59.8% | $3,737-55.9% | $4,751-65.3% |
| Participant deferral / active EE | $11,151 | $5,454+104.5% | $4,878+128.6% | $6,710+66.2% |
| Admin fee / account holder | $205 | $7,877-97.4% | $6,730-97.0% | $11,403-98.2% |