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 | $149,040-93.1% | $120,225-91.4% | $137,256-92.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.45% | 605.68%-584.2pp | 439.23%-417.8pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,664 | $4,350-61.8% | $3,475-52.1% | $4,156-60.0% |
| Participant deferral / active EE | $2,661 | $4,655-42.8% | $3,999-33.5% | $6,407-58.5% |
| Admin fee / account holder | $26 | $6,348-99.6% | $5,696-99.5% | $12,270-99.8% |