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 | $19,139 | $106,515-82.0% | $96,683-80.2% | $139,434-86.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 26.64% | 38.43%-11.8pp | 35.69%-9.1pp | 372.94%-346.3pp |
| Employer contribution / active EE | $1,924 | $4,103-53.1% | $3,737-48.5% | $4,751-59.5% |
| Participant deferral / active EE | $9,111 | $5,454+67.1% | $4,878+86.8% | $6,710+35.8% |
| Admin fee / account holder | $148 | $7,877-98.1% | $6,730-97.8% | $11,403-98.7% |