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 | $25,843 | $214,378-87.9% | $200,582-87.1% | $142,382-81.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.00% | 46.41%-24.4pp | 42.33%-20.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,805 | $6,841-59.0% | $6,419-56.3% | $4,299-34.7% |
| Participant deferral / active EE | $6,077 | $9,865-38.4% | $9,331-34.9% | $6,507-6.6% |
| Admin fee / account holder | $54 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |