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 | $149,040-82.6% | $120,225-78.4% | $137,256-81.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 25.87% | 605.68%-579.8pp | 439.23%-413.4pp | 220.34%-194.5pp |
| Employer contribution / active EE | $2,328 | $4,350-46.5% | $3,475-33.0% | $4,156-44.0% |
| Participant deferral / active EE | $5,517 | $4,655+18.5% | $3,999+38.0% | $6,407-13.9% |
| Admin fee / account holder | $42 | $6,348-99.3% | $5,696-99.3% | $12,270-99.7% |