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 | $25,303 | $165,984-84.8% | $164,813-84.6% | $145,922-82.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.07% | 100.03%-83.0pp | 69.93%-52.9pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,125 | $5,273-59.7% | $4,341-51.1% | $4,660-54.4% |
| Participant deferral / active EE | $7,582 | $6,959+8.9% | $6,031+25.7% | $6,688+13.4% |
| Admin fee / account holder | $31 | $16,648-99.8% | $12,690-99.8% | $13,397-99.8% |