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 4-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 | $12,281 | $67,823-81.9% | $52,425-76.6% | $137,256-91.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 33.19% | 219.11%-185.9pp | 302.12%-268.9pp | 220.34%-187.1pp |
| Employer contribution / active EE | $1,829 | $1,163+57.3% | $914+100.1% | $4,156-56.0% |
| Participant deferral / active EE | $4,859 | $2,288+112.4% | $1,790+171.4% | $6,407-24.2% |
| Admin fee / account holder | $97 | $2,844-96.6% | $2,495-96.1% | $12,270-99.2% |