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 | $24,028 | $74,888-67.9% | $71,209-66.3% | $142,382-83.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.85% | 345.14%-324.3pp | 282.51%-261.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $4,393 | $2,854+53.9% | $2,721+61.5% | $4,299+2.2% |
| Participant deferral / active EE | $3,082 | $4,454-30.8% | $4,175-26.2% | $6,507-52.6% |
| Admin fee / account holder | $42 | $5,568-99.3% | $5,349-99.2% | $12,624-99.7% |