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 | $25,986 | $158,398-83.6% | $126,539-79.5% | $142,382-81.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 25.87% | 593.76%-567.9pp | 425.95%-400.1pp | 217.08%-191.2pp |
| Employer contribution / active EE | $2,328 | $4,650-49.9% | $3,674-36.6% | $4,299-45.8% |
| Participant deferral / active EE | $5,517 | $4,767+15.7% | $4,083+35.1% | $6,507-15.2% |
| Admin fee / account holder | $42 | $6,918-99.4% | $6,065-99.3% | $12,624-99.7% |