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 | $16,103 | $70,756-77.2% | $65,493-75.4% | $142,382-88.7% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 22.76% | 1754.89%-1732.1pp | 982.45%-959.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $478 | $2,881-83.4% | $2,574-81.4% | $4,299-88.9% |
| Participant deferral / active EE | $6,824 | $4,637+47.2% | $3,961+72.3% | $6,507+4.9% |
| Admin fee / account holder | $76 | $6,559-98.8% | $5,028-98.5% | $12,624-99.4% |