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 | $19,695 | $87,166-77.4% | $76,735-74.3% | $137,256-85.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 19.85% | 26.50%-6.7pp | 29.77%-9.9pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,061 | $2,904-63.5% | $2,454-56.8% | $4,156-74.5% |
| Participant deferral / active EE | $2,263 | $4,726-52.1% | $4,088-44.7% | $6,407-64.7% |
| Admin fee / account holder | $41 | $8,403-99.5% | $7,189-99.4% | $12,270-99.7% |