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 | $16,278 | $74,888-78.3% | $71,209-77.1% | $142,382-88.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.85% | 345.14%-323.3pp | 282.51%-260.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $3,689 | $2,854+29.2% | $2,721+35.6% | $4,299-14.2% |
| Participant deferral / active EE | $5,249 | $4,454+17.8% | $4,175+25.7% | $6,507-19.3% |
| Admin fee / account holder | $43 | $5,568-99.2% | $5,349-99.2% | $12,624-99.7% |