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 | $24,145 | $70,606-65.8% | $53,898-55.2% | $142,382-83.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.96% | 619.81%-598.8pp | 528.60%-507.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,092 | $1,202-9.1% | $932+17.2% | $4,299-74.6% |
| Participant deferral / active EE | $800 | $2,364-66.2% | $1,826-56.2% | $6,507-87.7% |
| Admin fee / account holder | $181 | $2,852-93.7% | $2,491-92.7% | $12,624-98.6% |