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 | $29,759 | $106,584-72.1% | $101,326-70.6% | $142,382-79.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.57% | 36.93%-16.4pp | 36.82%-16.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $981 | $3,956-75.2% | $3,665-73.2% | $4,299-77.2% |
| Participant deferral / active EE | $11,750 | $8,297+41.6% | $7,994+47.0% | $6,507+80.6% |
| Admin fee / account holder | $65 | $11,446-99.4% | $11,185-99.4% | $12,624-99.5% |