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 | $20,081 | $104,974-80.9% | $95,585-79.0% | $142,382-85.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 21.33% | 210.33%-189.0pp | 38.56%-17.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,531 | $2,779-44.9% | $2,527-39.4% | $4,299-64.4% |
| Participant deferral / active EE | $1,531 | $4,352-64.8% | $4,023-61.9% | $6,507-76.5% |
| Admin fee / account holder | $42 | $6,386-99.3% | $6,127-99.3% | $12,624-99.7% |