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 | $19,823 | $117,841-83.2% | $102,423-80.6% | $145,922-86.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.39% | 31.65%-10.3pp | 29.32%-7.9pp | 561.29%-539.9pp |
| Employer contribution / active EE | $2,933 | $3,615-18.9% | $3,023-3.0% | $4,660-37.1% |
| Participant deferral / active EE | $7,287 | $5,731+27.1% | $5,053+44.2% | $6,688+9.0% |
| Admin fee / account holder | $22 | $13,326-99.8% | $9,451-99.8% | $13,397-99.8% |