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 3-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 | $8,388 | $74,888-88.8% | $71,209-88.2% | $142,382-94.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 28.21% | 345.14%-316.9pp | 282.51%-254.3pp | 217.08%-188.9pp |
| Employer contribution / active EE | $1,692 | $2,854-40.7% | $2,721-37.8% | $4,299-60.6% |
| Participant deferral / active EE | $3,777 | $4,454-15.2% | $4,175-9.5% | $6,507-42.0% |
| Admin fee / account holder | $79 | $5,568-98.6% | $5,349-98.5% | $12,624-99.4% |