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 | $12,853 | $67,823-81.0% | $52,425-75.5% | $137,256-90.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 31.88% | 219.11%-187.2pp | 302.12%-270.2pp | 220.34%-188.5pp |
| Employer contribution / active EE | $1,188 | $1,163+2.1% | $914+29.9% | $4,156-71.4% |
| Participant deferral / active EE | $5,818 | $2,288+154.3% | $1,790+225.0% | $6,407-9.2% |
| Admin fee / account holder | $17 | $2,844-99.4% | $2,495-99.3% | $12,270-99.9% |