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 | $17,838 | $159,934-88.8% | $147,005-87.9% | $145,959-87.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.93% | 98.24%-82.3pp | 418.76%-402.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $1,847 | $5,287-65.1% | $4,934-62.6% | $4,661-60.4% |
| Participant deferral / active EE | $3,122 | $8,427-63.0% | $8,070-61.3% | $6,689-53.3% |
| Admin fee / account holder | $58 | $15,053-99.6% | $13,006-99.6% | $13,398-99.6% |