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 | $101,618-80.2% | $93,063-78.4% | $137,256-85.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 21.33% | 223.95%-202.6pp | 34.15%-12.8pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,531 | $2,707-43.5% | $2,476-38.2% | $4,156-63.2% |
| Participant deferral / active EE | $1,531 | $4,279-64.2% | $3,958-61.3% | $6,407-76.1% |
| Admin fee / account holder | $42 | $6,198-99.3% | $6,033-99.3% | $12,270-99.7% |