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 | $12,643 | $87,166-85.5% | $76,735-83.5% | $137,256-90.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 23.46% | 26.50%-3.0pp | 29.77%-6.3pp | 220.34%-196.9pp |
| Employer contribution / active EE | $1,979 | $2,904-31.9% | $2,454-19.4% | $4,156-52.4% |
| Participant deferral / active EE | $2,347 | $4,726-50.3% | $4,088-42.6% | $6,407-63.4% |
| Admin fee / account holder | $250 | $8,403-97.0% | $7,189-96.5% | $12,270-98.0% |