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 | $28,744 | $106,515-73.0% | $96,683-70.3% | $139,434-79.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.85% | 38.43%-20.6pp | 35.69%-17.8pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,637 | $4,103-60.1% | $3,737-56.2% | $4,751-65.5% |
| Participant deferral / active EE | $10,000 | $5,454+83.4% | $4,878+105.0% | $6,710+49.0% |
| Admin fee / account holder | $214 | $7,877-97.3% | $6,730-96.8% | $11,403-98.1% |