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 | $21,437 | $106,584-79.9% | $101,326-78.8% | $142,382-84.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 49.57% | 36.93%+12.6pp | 36.82%+12.8pp | 217.08%-167.5pp |
| Employer contribution / active EE | $207 | $3,956-94.8% | $3,665-94.4% | $4,299-95.2% |
| Participant deferral / active EE | $12,189 | $8,297+46.9% | $7,994+52.5% | $6,507+87.3% |
| Admin fee / account holder | $86 | $11,446-99.3% | $11,185-99.2% | $12,624-99.3% |