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 | $17,528 | $72,071-75.7% | $68,368-74.4% | $137,256-87.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 24.18% | 353.14%-329.0pp | 292.57%-268.4pp | 220.34%-196.2pp |
| Employer contribution / active EE | $887 | $2,788-68.2% | $2,649-66.5% | $4,156-78.7% |
| Participant deferral / active EE | $5,118 | $4,410+16.1% | $4,123+24.1% | $6,407-20.1% |
| Admin fee / account holder | $173 | $5,336-96.8% | $5,150-96.6% | $12,270-98.6% |