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 6-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 | $22,928 | $39,019-41.2% | $80,716-71.6% | $85,850-73.3% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 20.35% | 26.27%-5.9pp | 87.28%-66.9pp | 318.53%-298.2pp |
| Employer contribution / active EE | $4,023 | $722+457.2% | $1,160+246.8% | $2,565+56.8% |
| Participant deferral / active EE | $2,671 | $1,326+101.5% | $2,146+24.5% | $3,952-32.4% |
| Admin fee / account holder | $16 | $2,431-99.4% | $3,380-99.5% | $6,260-99.7% |