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 | $67,823-69.3% | $52,425-60.3% | $137,256-84.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 12.62% | 219.11%-206.5pp | 302.12%-289.5pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,150 | $1,163+84.9% | $914+135.2% | $4,156-48.3% |
| Participant deferral / active EE | $2,575 | $2,288+12.5% | $1,790+43.8% | $6,407-59.8% |
| Admin fee / account holder | $30 | $2,844-98.9% | $2,495-98.8% | $12,270-99.8% |