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 | $22,286 | $129,942-82.8% | $104,294-78.6% | $134,475-83.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -0.89% | 42.03%-42.9pp | 24.61%-25.5pp | 417.96%-418.9pp |
| Employer contribution / active EE | $18,000 | $4,184+330.2% | $3,372+433.9% | $4,740+279.8% |
| Participant deferral / active EE | $2,460 | $5,588-56.0% | $4,625-46.8% | $6,400-61.6% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |