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 | $14,647 | $149,040-90.2% | $120,225-87.8% | $137,256-89.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.83% | 605.68%-591.9pp | 439.23%-425.4pp | 220.34%-206.5pp |
| Employer contribution / active EE | $4,471 | $4,350+2.8% | $3,475+28.6% | $4,156+7.6% |
| Participant deferral / active EE | $8,500 | $4,655+82.6% | $3,999+112.6% | $6,407+32.7% |
| Admin fee / account holder | $299 | $6,348-95.3% | $5,696-94.8% | $12,270-97.6% |