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 | $25,442 | $68,097-62.6% | $62,929-59.6% | $137,256-81.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 20.26% | 1859.11%-1838.9pp | 1063.93%-1043.7pp | 220.34%-200.1pp |
| Employer contribution / active EE | $3,150 | $2,811+12.1% | $2,505+25.8% | $4,156-24.2% |
| Participant deferral / active EE | $8,100 | $4,553+77.9% | $3,888+108.3% | $6,407+26.4% |
| Admin fee / account holder | $20 | $6,521-99.7% | $5,065-99.6% | $12,270-99.8% |