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 | $10,355 | $158,398-93.5% | $126,539-91.8% | $142,382-92.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.45% | 593.76%-572.3pp | 425.95%-404.5pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,664 | $4,650-64.2% | $3,674-54.7% | $4,299-61.3% |
| Participant deferral / active EE | $2,661 | $4,767-44.2% | $4,083-34.8% | $6,507-59.1% |
| Admin fee / account holder | $26 | $6,918-99.6% | $6,065-99.6% | $12,624-99.8% |