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 | $22,423 | $169,032-86.7% | $129,207-82.6% | $145,922-84.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 23.80% | 14330.11%-14306.3pp | 9417.33%-9393.5pp | 561.29%-537.5pp |
| Employer contribution / active EE | $2,950 | $5,537-46.7% | $4,153-29.0% | $4,660-36.7% |
| Participant deferral / active EE | $4,625 | $4,987-7.3% | $4,168+11.0% | $6,688-30.8% |
| Admin fee / account holder | $27 | $9,954-99.7% | $7,715-99.6% | $13,397-99.8% |