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 | $20,419 | $159,934-87.2% | $147,005-86.1% | $145,959-86.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.04% | 98.24%-83.2pp | 418.76%-403.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $3,000 | $5,287-43.3% | $4,934-39.2% | $4,661-35.6% |
| Participant deferral / active EE | $5,720 | $8,427-32.1% | $8,070-29.1% | $6,689-14.5% |
| Admin fee / account holder | $148 | $15,053-99.0% | $13,006-98.9% | $13,398-98.9% |