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 | $25,672 | $95,862-73.2% | $79,550-67.7% | $134,475-80.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 192.31% | -2.69%+195.0pp | 0.16%+192.1pp | 417.96%-225.7pp |
| Employer contribution / active EE | $4,221 | $3,128+34.9% | $2,413+74.9% | $4,740-10.9% |
| Participant deferral / active EE | $6,161 | $4,693+31.3% | $3,985+54.6% | $6,400-3.7% |
| Admin fee / account holder | $238 | $9,126-97.4% | $6,832-96.5% | $11,426-97.9% |