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 | $18,991 | $72,071-73.6% | $68,368-72.2% | $137,256-86.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.67% | 353.14%-328.5pp | 292.57%-267.9pp | 220.34%-195.7pp |
| Employer contribution / active EE | $2,903 | $2,788+4.1% | $2,649+9.6% | $4,156-30.1% |
| Participant deferral / active EE | $4,125 | $4,410-6.5% | $4,1230% | $6,407-35.6% |
| Admin fee / account holder | $41 | $5,336-99.2% | $5,150-99.2% | $12,270-99.7% |