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 | $13,581 | $104,974-87.1% | $95,585-85.8% | $142,382-90.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 56.14% | 210.33%-154.2pp | 38.56%+17.6pp | 217.08%-160.9pp |
| Employer contribution / active EE | $2,088 | $2,779-24.8% | $2,527-17.3% | $4,299-51.4% |
| Participant deferral / active EE | $7,467 | $4,352+71.6% | $4,023+85.6% | $6,507+14.7% |
| Admin fee / account holder | $11 | $6,386-99.8% | $6,127-99.8% | $12,624-99.9% |