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 | $19,248 | $99,877-80.7% | $84,966-77.3% | $145,922-86.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 22.00% | 83.76%-61.8pp | 66.38%-44.4pp | 561.29%-539.3pp |
| Employer contribution / active EE | $540 | $3,231-83.3% | $2,727-80.2% | $4,660-88.4% |
| Participant deferral / active EE | $1,600 | $5,291-69.8% | $4,519-64.6% | $6,688-76.1% |
| Admin fee / account holder | $143 | $7,248-98.0% | $6,149-97.7% | $13,397-98.9% |