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 | $23,115 | $183,519-87.4% | $155,509-85.1% | $145,922-84.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.86% | 61.17%-36.3pp | 64.67%-39.8pp | 561.29%-536.4pp |
| Employer contribution / active EE | $7,343 | $5,313+38.2% | $4,672+57.1% | $4,660+57.6% |
| Participant deferral / active EE | $3,434 | $6,462-46.9% | $5,626-39.0% | $6,688-48.6% |
| Admin fee / account holder | $140 | $19,313-99.3% | $15,912-99.1% | $13,397-99.0% |