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 | $14,411 | $74,888-80.8% | $71,209-79.8% | $142,382-89.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.56% | 345.14%-323.6pp | 282.51%-260.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,374 | $2,854+18.2% | $2,721+24.0% | $4,299-21.5% |
| Participant deferral / active EE | $3,374 | $4,454-24.3% | $4,175-19.2% | $6,507-48.2% |
| Admin fee / account holder | $103 | $5,568-98.1% | $5,349-98.1% | $12,624-99.2% |