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 | $28,465 | $124,425-77.1% | $112,040-74.6% | $137,256-79.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.16% | 24.72%-2.6pp | 24.52%-2.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,670 | $3,411-51.1% | $2,954-43.5% | $4,156-59.8% |
| Participant deferral / active EE | $8,120 | $5,718+42.0% | $5,098+59.3% | $6,407+26.7% |
| Admin fee / account holder | $53 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |