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 | $25,081 | $111,754-77.6% | $103,333-75.7% | $145,922-82.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.28% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,926 | $4,212-30.5% | $3,868-24.4% | $4,660-37.2% |
| Participant deferral / active EE | $10,760 | $5,619+91.5% | $5,057+112.8% | $6,688+60.9% |
| Admin fee / account holder | $221 | $9,750-97.7% | $8,355-97.4% | $13,397-98.4% |