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 | $20,819 | $70,606-70.5% | $53,898-61.4% | $142,382-85.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 12.62% | 619.81%-607.2pp | 528.60%-516.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,150 | $1,202+78.9% | $932+130.7% | $4,299-50.0% |
| Participant deferral / active EE | $2,575 | $2,364+8.9% | $1,826+41.0% | $6,507-60.4% |
| Admin fee / account holder | $30 | $2,852-98.9% | $2,491-98.8% | $12,624-99.8% |