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 | $19,442 | $104,664-81.4% | $85,682-77.3% | $167,490-88.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 0.00% | 21.45%-21.4pp | 21.49%-21.5pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,280 | $3,337-61.6% | $2,618-51.1% | $4,837-73.5% |
| Participant deferral / active EE | $2,234 | $4,824-53.7% | $3,923-43.0% | $6,341-64.8% |
| Admin fee / account holder | $5 | $10,032-100.0% | $6,873-99.9% | $12,309-100.0% |