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 | $14,842 | $74,888-80.2% | $71,209-79.2% | $142,382-89.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.10% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,678 | $2,854+63.9% | $2,721+71.9% | $4,299+8.8% |
| Participant deferral / active EE | $5,249 | $4,454+17.8% | $4,175+25.7% | $6,507-19.3% |
| Admin fee / account holder | $84 | $5,568-98.5% | $5,349-98.4% | $12,624-99.3% |