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 3-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 | $25,722 | $159,901-83.9% | $146,958-82.5% | $145,922-82.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.70% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,269 | $5,286-57.1% | $4,933-54.0% | $4,660-51.3% |
| Participant deferral / active EE | $10,693 | $8,428+26.9% | $8,070+32.5% | $6,688+59.9% |
| Admin fee / account holder | $122 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |