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 | $22,870 | $109,982-79.2% | $97,226-76.5% | $145,922-84.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.76% | 242.90%-230.1pp | 75.13%-62.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,047 | $3,084-33.6% | $2,729-25.0% | $4,660-56.1% |
| Participant deferral / active EE | $4,952 | $4,676+5.9% | $4,264+16.1% | $6,688-26.0% |
| Admin fee / account holder | $32 | $6,221-99.5% | $5,654-99.4% | $13,397-99.8% |