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 | $23,256 | $159,901-85.5% | $146,958-84.2% | $145,922-84.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.29% | 98.13%-77.8pp | 418.34%-398.0pp | 561.29%-541.0pp |
| Employer contribution / active EE | $3,063 | $5,286-42.1% | $4,933-37.9% | $4,660-34.3% |
| Participant deferral / active EE | $10,183 | $8,428+20.8% | $8,070+26.2% | $6,688+52.3% |
| Admin fee / account holder | $72 | $15,044-99.5% | $12,998-99.4% | $13,397-99.5% |