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 | $13,420 | $99,918-86.6% | $81,382-83.5% | $145,922-90.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 39.43% | 34.32%+5.1pp | 24.73%+14.7pp | 561.29%-521.9pp |
| Employer contribution / active EE | $6,288 | $2,978+111.2% | $2,463+155.3% | $4,660+35.0% |
| Participant deferral / active EE | $8,688 | $4,605+88.7% | $3,883+123.7% | $6,688+29.9% |
| Admin fee / account holder | $62 | $8,212-99.2% | $5,768-98.9% | $13,397-99.5% |