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 | $21,433 | $114,381-81.3% | $107,525-80.1% | $142,382-84.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.62% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,488 | $4,015-38.0% | $3,754-33.7% | $4,299-42.1% |
| Participant deferral / active EE | $4,228 | $5,564-24.0% | $5,116-17.4% | $6,507-35.0% |
| Admin fee / account holder | $87 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |