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 | $16,628 | $148,534-88.8% | $135,903-87.8% | $139,434-88.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.01% | 79.19%-54.2pp | 68.23%-43.2pp | 372.94%-347.9pp |
| Employer contribution / active EE | $2,664 | $5,243-49.2% | $4,856-45.1% | $4,751-43.9% |
| Participant deferral / active EE | $6,829 | $8,100-15.7% | $7,758-12.0% | $6,710+1.8% |
| Admin fee / account holder | $24 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |