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 | $7,423 | $99,877-92.6% | $84,966-91.3% | $145,922-94.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.22% | 83.76%-68.5pp | 66.38%-51.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,588 | $3,231-50.9% | $2,727-41.8% | $4,660-65.9% |
| Participant deferral / active EE | $1,719 | $5,291-67.5% | $4,519-62.0% | $6,688-74.3% |
| Admin fee / account holder | $203 | $7,248-97.2% | $6,149-96.7% | $13,397-98.5% |