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 | $36,941 | $106,515-65.3% | $96,683-61.8% | $139,434-73.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.65% | 38.43%-16.8pp | 35.69%-14.0pp | 372.94%-351.3pp |
| Employer contribution / active EE | $9,586 | $4,103+133.7% | $3,737+156.5% | $4,751+101.8% |
| Participant deferral / active EE | $10,071 | $5,454+84.7% | $4,878+106.5% | $6,710+50.1% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |