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 | $13,829 | $117,983-88.3% | $101,794-86.4% | $142,382-90.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.01% | 36.92%-14.9pp | 30.53%-8.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $1,501 | $2,773-45.9% | $2,289-34.4% | $4,299-65.1% |
| Participant deferral / active EE | $3,069 | $4,714-34.9% | $4,084-24.8% | $6,507-52.8% |
| Admin fee / account holder | $13 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |