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 5-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 | $16,645 | $67,823-75.5% | $52,425-68.2% | $137,256-87.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 19.57% | 219.11%-199.5pp | 302.12%-282.6pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,504 | $1,163+115.3% | $914+173.9% | $4,156-39.8% |
| Participant deferral / active EE | $4,118 | $2,288+80.0% | $1,790+130.0% | $6,407-35.7% |
| Admin fee / account holder | $230 | $2,844-91.9% | $2,495-90.8% | $12,270-98.1% |