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 | $21,157 | $148,534-85.8% | $135,903-84.4% | $139,434-84.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 45.17% | 79.19%-34.0pp | 68.23%-23.1pp | 372.94%-327.8pp |
| Employer contribution / active EE | $2,373 | $5,243-54.7% | $4,856-51.1% | $4,751-50.1% |
| Participant deferral / active EE | $5,903 | $8,100-27.1% | $7,758-23.9% | $6,710-12.0% |
| Admin fee / account holder | $23 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |