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 | $149,040-84.9% | $120,225-81.3% | $137,256-83.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.12% | 605.68%-586.6pp | 439.23%-420.1pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,248 | $4,350-48.3% | $3,475-35.3% | $4,156-45.9% |
| Participant deferral / active EE | $4,703 | $4,655+1.0% | $3,999+17.6% | $6,407-26.6% |
| Admin fee / account holder | $59 | $6,348-99.1% | $5,696-99.0% | $12,270-99.5% |