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 | $17,711 | $72,071-75.4% | $68,368-74.1% | $137,256-87.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.38% | 353.14%-331.8pp | 292.57%-271.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,493 | $2,788+25.3% | $2,649+31.9% | $4,156-16.0% |
| Participant deferral / active EE | $4,367 | $4,410-1.0% | $4,123+5.9% | $6,407-31.8% |
| Admin fee / account holder | $126 | $5,336-97.6% | $5,150-97.6% | $12,270-99.0% |