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 | $33,548 | $100,970-66.8% | $96,576-65.3% | $137,256-75.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 44.93% | 38.16%+6.8pp | 38.47%+6.5pp | 220.34%-175.4pp |
| Employer contribution / active EE | $300 | $3,809-92.1% | $3,553-91.6% | $4,156-92.8% |
| Participant deferral / active EE | $12,000 | $8,286+44.8% | $7,956+50.8% | $6,407+87.3% |
| Admin fee / account holder | $49 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |