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 | $89,956 | $102,245-12.0% | $89,340+0.7% | $137,256-34.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 25.40% | 21.89%+3.5pp | 20.57%+4.8pp | 220.34%-194.9pp |
| Employer contribution / active EE | $1,338 | $2,529-47.1% | $2,231-40.1% | $4,156-67.8% |
| Participant deferral / active EE | $17,750 | $4,436+300.1% | $3,823+364.3% | $6,407+177.0% |
| Admin fee / account holder | $20 | $8,085-99.8% | $6,704-99.7% | $12,270-99.8% |