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 | $16,408 | $177,572-90.8% | $154,803-89.4% | $142,382-88.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.48% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,825 | $4,810-62.1% | $4,305-57.6% | $4,299-57.5% |
| Participant deferral / active EE | $2,783 | $6,272-55.6% | $5,540-49.8% | $6,507-57.2% |
| Admin fee / account holder | $43 | $16,786-99.7% | $14,329-99.7% | $12,624-99.7% |