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 | $24,833 | $172,111-85.6% | $150,298-83.5% | $137,256-81.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 30.49% | 69.37%-38.9pp | 62.79%-32.3pp | 220.34%-189.8pp |
| Employer contribution / active EE | $2,161 | $4,636-53.4% | $4,154-48.0% | $4,156-48.0% |
| Participant deferral / active EE | $8,971 | $6,166+45.5% | $5,453+64.5% | $6,407+40.0% |
| Admin fee / account holder | $40 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |