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 | $23,529 | $161,352-85.4% | $134,172-82.5% | $137,256-82.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 23.04% | 28.72%-5.7pp | 25.30%-2.3pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,322 | $4,099-43.4% | $3,420-32.1% | $4,156-44.1% |
| Participant deferral / active EE | $4,333 | $5,552-22.0% | $4,690-7.6% | $6,407-32.4% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |