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 | $13,617 | $118,427-88.5% | $66,042-79.4% | $142,382-90.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 15.61% | 35.57%-20.0pp | 52.11%-36.5pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,449 | $2,570-43.6% | $1,579-8.3% | $4,299-66.3% |
| Participant deferral / active EE | $2,679 | $4,311-37.8% | $2,835-5.5% | $6,507-58.8% |
| Admin fee / account holder | $11 | $9,593-99.9% | $5,747-99.8% | $12,624-99.9% |