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 | $8,867 | $115,708-92.3% | $65,255-86.4% | $139,434-93.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 24.82% | 31.19%-6.4pp | 47.35%-22.5pp | 372.94%-348.1pp |
| Employer contribution / active EE | $2,490 | $2,599-4.2% | $1,691+47.2% | $4,751-47.6% |
| Participant deferral / active EE | $6,048 | $4,240+42.6% | $2,831+113.6% | $6,710-9.9% |
| Admin fee / account holder | $111 | $6,698-98.3% | $4,112-97.3% | $11,403-99.0% |