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 4-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 | $17,655 | $70,606-75.0% | $53,898-67.2% | $142,382-87.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.62% | 619.81%-600.2pp | 528.60%-509.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,119 | $1,202+76.3% | $932+127.4% | $4,299-50.7% |
| Participant deferral / active EE | $3,326 | $2,364+40.7% | $1,826+82.1% | $6,507-48.9% |
| Admin fee / account holder | $99 | $2,852-96.5% | $2,491-96.0% | $12,624-99.2% |