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 | $23,085 | $29,660-22.2% | $56,411-59.1% | $80,856-71.4% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 14.68% | 35.23%-20.5pp | 1701.33%-1686.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,871 | $669+478.4% | $1,039+272.7% | $2,755+40.5% |
| Participant deferral / active EE | $1,728 | $1,226+41.0% | $1,952-11.5% | $4,296-59.8% |
| Admin fee / account holder | $223 | $2,428-90.8% | $2,829-92.1% | $6,918-96.8% |