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 | $22,638 | $150,187-84.9% | $120,354-81.2% | $145,922-84.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.43% | 154.07%-141.6pp | 107.15%-94.7pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,513 | $4,348-65.2% | $3,463-56.3% | $4,660-67.5% |
| Participant deferral / active EE | $8,770 | $6,173+42.1% | $4,991+75.7% | $6,688+31.1% |
| Admin fee / account holder | $20 | $12,207-99.8% | $9,423-99.8% | $13,397-99.9% |