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 | $13,590 | $54,705-75.2% | $71,209-80.9% | $84,808-84.0% |
| Participation rate | 91.5% | 64.1%+27.4pp | 73.8%+17.7pp | 68.3%+23.2pp |
| Annual return | 98.98% | 35.90%+63.1pp | 282.51%-183.5pp | 40.90%+58.1pp |
| Employer contribution / active EE | $600 | $2,158-72.2% | $2,721-78.0% | $2,631-77.2% |
| Participant deferral / active EE | $3,319 | $3,030+9.5% | $4,175-20.5% | $4,212-21.2% |
| Admin fee / account holder | $93 | $4,863-98.1% | $5,349-98.3% | $7,344-98.7% |