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 | $17,403 | $183,519-90.5% | $155,509-88.8% | $145,922-88.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.33% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-551.0pp |
| Employer contribution / active EE | $3,086 | $5,313-41.9% | $4,672-34.0% | $4,660-33.8% |
| Participant deferral / active EE | $4,652 | $6,462-28.0% | $5,626-17.3% | $6,688-30.4% |
| Admin fee / account holder | $148 | $19,313-99.2% | $15,912-99.1% | $13,397-98.9% |