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 | $57,762 | $114,381-49.5% | $107,525-46.3% | $142,382-59.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.03% | 242.71%-218.7pp | 181.32%-157.3pp | 217.08%-193.0pp |
| Employer contribution / active EE | $9,327 | $4,015+132.3% | $3,754+148.5% | $4,299+116.9% |
| Participant deferral / active EE | $16,710 | $5,564+200.3% | $5,116+226.6% | $6,507+156.8% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |