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 | $20,120 | $106,515-81.1% | $96,683-79.2% | $139,434-85.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $13,954 | $4,103+240.1% | $3,737+273.4% | $4,751+193.7% |
| Participant deferral / active EE | $7,943 | $5,454+45.6% | $4,878+62.8% | $6,710+18.4% |
| Admin fee / account holder | $81 | $7,877-99.0% | $6,730-98.8% | $11,403-99.3% |