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 | $29,415 | $149,040-80.3% | $120,225-75.5% | $137,256-78.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 25.21% | 605.68%-580.5pp | 439.23%-414.0pp | 220.34%-195.1pp |
| Employer contribution / active EE | $2,360 | $4,350-45.7% | $3,475-32.1% | $4,156-43.2% |
| Participant deferral / active EE | $7,181 | $4,655+54.3% | $3,999+79.6% | $6,407+12.1% |
| Admin fee / account holder | $52 | $6,348-99.2% | $5,696-99.1% | $12,270-99.6% |