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 | $3,769 | $74,888-95.0% | $71,209-94.7% | $142,382-97.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 27.62% | 345.14%-317.5pp | 282.51%-254.9pp | 217.08%-189.5pp |
| Employer contribution / active EE | $1,558 | $2,854-45.4% | $2,721-42.7% | $4,299-63.8% |
| Participant deferral / active EE | $2,176 | $4,454-51.1% | $4,175-47.9% | $6,507-66.6% |
| Admin fee / account holder | $21 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |