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 | $16,786 | $114,381-85.3% | $107,525-84.4% | $142,382-88.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.77% | 242.71%-218.9pp | 181.32%-157.5pp | 217.08%-193.3pp |
| Employer contribution / active EE | $1,816 | $4,015-54.8% | $3,754-51.6% | $4,299-57.8% |
| Participant deferral / active EE | $4,090 | $5,564-26.5% | $5,116-20.0% | $6,507-37.1% |
| Admin fee / account holder | $93 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |