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 | $19,368 | $104,974-81.5% | $95,585-79.7% | $142,382-86.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 24.61% | 210.33%-185.7pp | 38.56%-13.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,932 | $2,779-30.5% | $2,527-23.5% | $4,299-55.1% |
| Participant deferral / active EE | $5,496 | $4,352+26.3% | $4,023+36.6% | $6,507-15.5% |
| Admin fee / account holder | $50 | $6,386-99.2% | $6,127-99.2% | $12,624-99.6% |