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 | $11,915 | $158,398-92.5% | $126,539-90.6% | $142,382-91.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.55% | 593.76%-571.2pp | 425.95%-403.4pp | 217.08%-194.5pp |
| Employer contribution / active EE | $1,524 | $4,650-67.2% | $3,674-58.5% | $4,299-64.6% |
| Participant deferral / active EE | $2,094 | $4,767-56.1% | $4,083-48.7% | $6,507-67.8% |
| Admin fee / account holder | $24 | $6,918-99.7% | $6,065-99.6% | $12,624-99.8% |