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 | $14,983 | $149,040-89.9% | $120,225-87.5% | $137,256-89.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.64% | 605.68%-591.0pp | 439.23%-424.6pp | 220.34%-205.7pp |
| Employer contribution / active EE | $669 | $4,350-84.6% | $3,475-80.7% | $4,156-83.9% |
| Participant deferral / active EE | $3,212 | $4,655-31.0% | $3,999-19.7% | $6,407-49.9% |
| Admin fee / account holder | $112 | $6,348-98.2% | $5,696-98.0% | $12,270-99.1% |