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 | $21,473 | $158,398-86.4% | $126,539-83.0% | $142,382-84.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 24.18% | 593.76%-569.6pp | 425.95%-401.8pp | 217.08%-192.9pp |
| Employer contribution / active EE | $997 | $4,650-78.6% | $3,674-72.9% | $4,299-76.8% |
| Participant deferral / active EE | $8,380 | $4,767+75.8% | $4,083+105.3% | $6,507+28.8% |
| Admin fee / account holder | $19 | $6,918-99.7% | $6,065-99.7% | $12,624-99.9% |