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 | $23,906 | $100,970-76.3% | $96,576-75.2% | $137,256-82.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 28.50% | 38.16%-9.7pp | 38.47%-10.0pp | 220.34%-191.8pp |
| Employer contribution / active EE | $5,600 | $3,809+47.0% | $3,553+57.6% | $4,156+34.7% |
| Participant deferral / active EE | $5,600 | $8,286-32.4% | $7,956-29.6% | $6,407-12.6% |
| Admin fee / account holder | $42 | $11,312-99.6% | $11,381-99.6% | $12,270-99.7% |