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 | $20,453 | $74,888-72.7% | $71,209-71.3% | $142,382-85.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 25.43% | 345.14%-319.7pp | 282.51%-257.1pp | 217.08%-191.6pp |
| Employer contribution / active EE | $2,229 | $2,854-21.9% | $2,721-18.1% | $4,299-48.2% |
| Participant deferral / active EE | $6,434 | $4,454+44.4% | $4,175+54.1% | $6,507-1.1% |
| Admin fee / account holder | $24 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |