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 | $22,739 | $117,983-80.7% | $101,794-77.7% | $142,382-84.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.97% | 36.92%-23.9pp | 30.53%-17.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,591 | $2,773-6.6% | $2,289+13.2% | $4,299-39.7% |
| Participant deferral / active EE | $2,782 | $4,714-41.0% | $4,084-31.9% | $6,507-57.2% |
| Admin fee / account holder | $178 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |