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 | $13,144 | $70,606-81.4% | $53,898-75.6% | $142,382-90.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 22.13% | 619.81%-597.7pp | 528.60%-506.5pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,612 | $1,202+34.1% | $932+73.0% | $4,299-62.5% |
| Participant deferral / active EE | $2,747 | $2,364+16.2% | $1,826+50.4% | $6,507-57.8% |
| Admin fee / account holder | $72 | $2,852-97.5% | $2,491-97.1% | $12,624-99.4% |