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 | $12,464 | $180,749-93.1% | $160,784-92.2% | $137,256-90.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 27.32% | 2234.46%-2207.1pp | 1803.92%-1776.6pp | 220.34%-193.0pp |
| Employer contribution / active EE | $1,506 | $4,155-63.8% | $3,733-59.7% | $4,156-63.8% |
| Participant deferral / active EE | $3,406 | $6,844-50.2% | $6,293-45.9% | $6,407-46.8% |
| Admin fee / account holder | $20 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |