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 | $20,189 | $88,751-77.3% | $81,812-75.3% | $145,922-86.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.83% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,592 | $3,083-48.4% | $2,912-45.3% | $4,660-65.8% |
| Participant deferral / active EE | $9,839 | $4,643+111.9% | $4,319+127.8% | $6,688+47.1% |
| Admin fee / account holder | $15 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |