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 | $19,867 | $106,584-81.4% | $101,326-80.4% | $142,382-86.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 95.56% | 36.93%+58.6pp | 36.82%+58.7pp | 217.08%-121.5pp |
| Employer contribution / active EE | $2,838 | $3,956-28.3% | $3,665-22.6% | $4,299-34.0% |
| Participant deferral / active EE | $4,366 | $8,297-47.4% | $7,994-45.4% | $6,507-32.9% |
| Admin fee / account holder | $161 | $11,446-98.6% | $11,185-98.6% | $12,624-98.7% |