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 | $15,123 | $117,983-87.2% | $101,794-85.1% | $142,382-89.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.65% | 36.92%-17.3pp | 30.53%-10.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,972 | $2,773-28.9% | $2,289-13.8% | $4,299-54.1% |
| Participant deferral / active EE | $2,465 | $4,714-47.7% | $4,084-39.6% | $6,507-62.1% |
| Admin fee / account holder | $29 | $10,433-99.7% | $8,777-99.7% | $12,624-99.8% |