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 | $27,280 | $117,983-76.9% | $101,794-73.2% | $142,382-80.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.99% | 36.92%-15.9pp | 30.53%-9.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,021 | $2,773-27.1% | $2,289-11.7% | $4,299-53.0% |
| Participant deferral / active EE | $6,735 | $4,714+42.9% | $4,084+64.9% | $6,507+3.5% |
| Admin fee / account holder | $108 | $10,433-99.0% | $8,777-98.8% | $12,624-99.1% |