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 | $10,378 | $112,729-90.8% | $98,716-89.5% | $137,256-92.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 23.79% | 38.48%-14.7pp | 31.81%-8.0pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,809 | $2,725-33.6% | $2,279-20.6% | $4,156-56.5% |
| Participant deferral / active EE | $1,809 | $4,640-61.0% | $4,048-55.3% | $6,407-71.8% |
| Admin fee / account holder | $17 | $10,129-99.8% | $8,703-99.8% | $12,270-99.9% |