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 | $26,167 | $172,111-84.8% | $150,298-82.6% | $137,256-80.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.82% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,503 | $4,636-46.0% | $4,154-39.8% | $4,156-39.8% |
| Participant deferral / active EE | $7,793 | $6,166+26.4% | $5,453+42.9% | $6,407+21.6% |
| Admin fee / account holder | $33 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |