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 6-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 | $14,715 | $70,606-79.2% | $53,898-72.7% | $142,382-89.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 12.43% | 619.81%-607.4pp | 528.60%-516.2pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,251 | $1,202+87.3% | $932+141.5% | $4,299-47.6% |
| Participant deferral / active EE | $2,611 | $2,364+10.5% | $1,826+43.0% | $6,507-59.9% |
| Admin fee / account holder | $19 | $2,852-99.3% | $2,491-99.2% | $12,624-99.9% |