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 | $15,179 | $100,970-85.0% | $96,576-84.3% | $137,256-88.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 24.76% | 38.16%-13.4pp | 38.47%-13.7pp | 220.34%-195.6pp |
| Employer contribution / active EE | $3,256 | $3,809-14.5% | $3,553-8.4% | $4,156-21.7% |
| Participant deferral / active EE | $3,256 | $8,286-60.7% | $7,956-59.1% | $6,407-49.2% |
| Admin fee / account holder | $26 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |