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 | $20,266 | $163,101-87.6% | $136,749-85.2% | $142,382-85.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 49.18% | 27.54%+21.6pp | 24.33%+24.9pp | 217.08%-167.9pp |
| Employer contribution / active EE | $840 | $4,117-79.6% | $3,400-75.3% | $4,299-80.5% |
| Participant deferral / active EE | $12,000 | $5,585+114.9% | $4,692+155.8% | $6,507+84.4% |
| Admin fee / account holder | $22 | $14,318-99.8% | $11,386-99.8% | $12,624-99.8% |