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 4-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 | $24,498 | $70,606-65.3% | $53,898-54.5% | $142,382-82.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.85% | 619.81%-600.0pp | 528.60%-508.8pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,258 | $1,202+171.0% | $932+249.6% | $4,299-24.2% |
| Participant deferral / active EE | $6,488 | $2,364+174.4% | $1,826+255.2% | $6,507-0.3% |
| Admin fee / account holder | $231 | $2,852-91.9% | $2,491-90.7% | $12,624-98.2% |