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 | $107,452-16.3% | $91,541-1.7% | $142,382-36.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 25.40% | 22.06%+3.3pp | 20.50%+4.9pp | 217.08%-191.7pp |
| Employer contribution / active EE | $1,338 | $2,994-55.3% | $2,505-46.6% | $4,299-68.9% |
| Participant deferral / active EE | $17,750 | $4,754+273.4% | $4,008+342.9% | $6,507+172.8% |
| Admin fee / account holder | $20 | $8,834-99.8% | $6,956-99.7% | $12,624-99.8% |