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 | $22,422 | $159,602-86.0% | $150,045-85.1% | $142,382-84.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.06% | 70.24%-44.2pp | 62.55%-36.5pp | 217.08%-191.0pp |
| Employer contribution / active EE | $1,865 | $4,961-62.4% | $4,693-60.3% | $4,299-56.6% |
| Participant deferral / active EE | $16,505 | $8,310+98.6% | $7,997+106.4% | $6,507+153.6% |
| Admin fee / account holder | $51 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |