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 | $15,634 | $72,071-78.3% | $68,368-77.1% | $137,256-88.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.78% | 353.14%-332.4pp | 292.57%-271.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $459 | $2,788-83.5% | $2,649-82.7% | $4,156-89.0% |
| Participant deferral / active EE | $2,791 | $4,410-36.7% | $4,123-32.3% | $6,407-56.4% |
| Admin fee / account holder | $139 | $5,336-97.4% | $5,150-97.3% | $12,270-98.9% |