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 | $20,904 | $183,519-88.6% | $155,509-86.6% | $145,922-85.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.03% | 61.17%-45.1pp | 64.67%-48.6pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,201 | $5,313-39.7% | $4,672-31.5% | $4,660-31.3% |
| Participant deferral / active EE | $8,445 | $6,462+30.7% | $5,626+50.1% | $6,688+26.3% |
| Admin fee / account holder | $67 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |