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 | $22,483 | $158,398-85.8% | $126,539-82.2% | $142,382-84.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.12% | 593.76%-574.6pp | 425.95%-406.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,248 | $4,650-51.7% | $3,674-38.8% | $4,299-47.7% |
| Participant deferral / active EE | $4,703 | $4,767-1.3% | $4,083+15.2% | $6,507-27.7% |
| Admin fee / account holder | $59 | $6,918-99.1% | $6,065-99.0% | $12,624-99.5% |