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 | $19,734 | $99,877-80.2% | $84,966-76.8% | $145,922-86.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.05% | 83.76%-67.7pp | 66.38%-50.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $4,692 | $3,231+45.2% | $2,727+72.1% | $4,660+0.7% |
| Participant deferral / active EE | $4,816 | $5,291-9.0% | $4,519+6.6% | $6,688-28.0% |
| Admin fee / account holder | $48 | $7,248-99.3% | $6,149-99.2% | $13,397-99.6% |