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 | $22,374 | $156,846-85.7% | $121,098-81.5% | $139,434-84.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 30.50% | 1474.56%-1444.1pp | 985.75%-955.2pp | 372.94%-342.4pp |
| Employer contribution / active EE | $2,472 | $5,536-55.3% | $4,164-40.6% | $4,751-48.0% |
| Participant deferral / active EE | $8,374 | $4,844+72.9% | $4,080+105.3% | $6,710+24.8% |
| Admin fee / account holder | $230 | $6,946-96.7% | $5,644-95.9% | $11,403-98.0% |