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 | $22,880 | $210,648-89.1% | $177,989-87.1% | $145,922-84.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.46% | 385.86%-365.4pp | 294.48%-274.0pp | 561.29%-540.8pp |
| Employer contribution / active EE | $2,685 | $4,565-41.2% | $3,949-32.0% | $4,660-42.4% |
| Participant deferral / active EE | $6,859 | $6,958-1.4% | $6,276+9.3% | $6,688+2.6% |
| Admin fee / account holder | $90 | $12,013-99.3% | $10,363-99.1% | $13,397-99.3% |