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 | $14,812 | $104,974-85.9% | $95,585-84.5% | $142,382-89.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.11% | 210.33%-188.2pp | 38.56%-16.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,823 | $2,779-34.4% | $2,527-27.9% | $4,299-57.6% |
| Participant deferral / active EE | $2,090 | $4,352-52.0% | $4,023-48.1% | $6,507-67.9% |
| Admin fee / account holder | $29 | $6,386-99.5% | $6,127-99.5% | $12,624-99.8% |