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 | $127,065-77.6% | $113,168-74.8% | $142,382-80.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.16% | 24.03%-1.9pp | 24.27%-2.1pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,670 | $3,442-51.5% | $2,975-43.9% | $4,299-61.2% |
| Participant deferral / active EE | $8,120 | $5,716+42.1% | $5,107+59.0% | $6,507+24.8% |
| Admin fee / account holder | $53 | $15,736-99.7% | $12,068-99.6% | $12,624-99.6% |