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 | $19,757 | $149,040-86.7% | $120,225-83.6% | $137,256-85.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 28.34% | 605.68%-577.3pp | 439.23%-410.9pp | 220.34%-192.0pp |
| Employer contribution / active EE | $1,898 | $4,350-56.4% | $3,475-45.4% | $4,156-54.3% |
| Participant deferral / active EE | $2,390 | $4,655-48.7% | $3,999-40.2% | $6,407-62.7% |
| Admin fee / account holder | $34 | $6,348-99.5% | $5,696-99.4% | $12,270-99.7% |