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 | $11,378 | $111,754-89.8% | $103,333-89.0% | $145,922-92.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.95% | 24.77%-3.8pp | 24.88%-3.9pp | 561.29%-540.3pp |
| Employer contribution / active EE | $1,376 | $4,212-67.3% | $3,868-64.4% | $4,660-70.5% |
| Participant deferral / active EE | $8,248 | $5,619+46.8% | $5,057+63.1% | $6,688+23.3% |
| Admin fee / account holder | $134 | $9,750-98.6% | $8,355-98.4% | $13,397-99.0% |