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 | $16,868 | $111,724-84.9% | $93,606-82.0% | $145,922-88.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.37% | 202.98%-188.6pp | 133.20%-118.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,650 | $3,090-14.2% | $2,420+9.5% | $4,660-43.1% |
| Participant deferral / active EE | $7,680 | $4,912+56.4% | $4,411+74.1% | $6,688+14.8% |
| Admin fee / account holder | $201 | $10,250-98.0% | $8,285-97.6% | $13,397-98.5% |