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 | $74,888-74.6% | $71,209-73.3% | $142,382-86.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.67% | 345.14%-320.5pp | 282.51%-257.8pp | 217.08%-192.4pp |
| Employer contribution / active EE | $2,903 | $2,854+1.7% | $2,721+6.7% | $4,299-32.5% |
| Participant deferral / active EE | $4,125 | $4,454-7.4% | $4,175-1.2% | $6,507-36.6% |
| Admin fee / account holder | $41 | $5,568-99.3% | $5,349-99.2% | $12,624-99.7% |