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 | $23,578 | $74,888-68.5% | $71,209-66.9% | $142,382-83.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.00% | 345.14%-327.1pp | 282.51%-264.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,540 | $2,854+24.0% | $2,721+30.1% | $4,299-17.7% |
| Participant deferral / active EE | $7,057 | $4,454+58.4% | $4,175+69.0% | $6,507+8.4% |
| Admin fee / account holder | $139 | $5,568-97.5% | $5,349-97.4% | $12,624-98.9% |