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 | $32,765 | $201,272-83.7% | $184,203-82.2% | $145,922-77.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.05% | 29.00%-17.0pp | 28.81%-16.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $5,212 | $7,022-25.8% | $6,427-18.9% | $4,660+11.8% |
| Participant deferral / active EE | $8,487 | $9,806-13.5% | $9,131-7.1% | $6,688+26.9% |
| Admin fee / account holder | $209 | $16,364-98.7% | $13,901-98.5% | $13,397-98.4% |