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 | $25,472 | $173,345-85.3% | $136,007-81.3% | $145,922-82.5% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.28% | 1163.32%-1144.0pp | 579.32%-560.0pp | 561.29%-542.0pp |
| Employer contribution / active EE | $2,421 | $5,278-54.1% | $4,217-42.6% | $4,660-48.0% |
| Participant deferral / active EE | $18,693 | $8,699+114.9% | $7,025+166.1% | $6,688+179.5% |
| Admin fee / account holder | $57 | $9,954-99.4% | $6,858-99.2% | $13,397-99.6% |