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 | $26,448 | $111,814-76.3% | $103,374-74.4% | $145,959-81.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.36% | 24.77%-13.4pp | 24.89%-13.5pp | 561.95%-550.6pp |
| Employer contribution / active EE | $12,258 | $4,214+190.9% | $3,869+216.8% | $4,661+163.0% |
| Participant deferral / active EE | $11,500 | $5,618+104.7% | $5,058+127.4% | $6,689+71.9% |
| Admin fee / account holder | $120 | $9,754-98.8% | $8,394-98.6% | $13,398-99.1% |