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 | $12,819 | $70,606-81.8% | $53,898-76.2% | $142,382-91.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.45% | 619.81%-600.4pp | 528.60%-509.2pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,361 | $1,202+13.2% | $932+46.0% | $4,299-68.4% |
| Participant deferral / active EE | $2,898 | $2,364+22.6% | $1,826+58.7% | $6,507-55.5% |
| Admin fee / account holder | $282 | $2,852-90.1% | $2,491-88.7% | $12,624-97.8% |