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 | $25,894 | $148,534-82.6% | $135,903-80.9% | $139,434-81.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 51.38% | 79.19%-27.8pp | 68.23%-16.8pp | 372.94%-321.6pp |
| Employer contribution / active EE | $4,024 | $5,243-23.3% | $4,856-17.1% | $4,751-15.3% |
| Participant deferral / active EE | $13,887 | $8,100+71.4% | $7,758+79.0% | $6,710+106.9% |
| Admin fee / account holder | $94 | $12,400-99.2% | $10,762-99.1% | $11,403-99.2% |