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 | $67,823-80.6% | $52,425-74.9% | $137,256-90.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 22.13% | 219.11%-197.0pp | 302.12%-280.0pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,612 | $1,163+38.6% | $914+76.4% | $4,156-61.2% |
| Participant deferral / active EE | $2,747 | $2,288+20.0% | $1,790+53.4% | $6,407-57.1% |
| Admin fee / account holder | $72 | $2,844-97.5% | $2,495-97.1% | $12,270-99.4% |