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 | $13,517 | $71,829-81.2% | $69,780-80.6% | $142,382-90.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 18.41% | 31.01%-12.6pp | 26.31%-7.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,636 | $4,385-17.1% | $4,168-12.8% | $4,299-15.4% |
| Participant deferral / active EE | $4,364 | $6,819-36.0% | $6,164-29.2% | $6,507-32.9% |
| Admin fee / account holder | $57 | $7,818-99.3% | $7,285-99.2% | $12,624-99.5% |