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 | $12,457 | $74,888-83.4% | $71,209-82.5% | $142,382-91.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.99% | 345.14%-325.2pp | 282.51%-262.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,229 | $2,854-56.9% | $2,721-54.8% | $4,299-71.4% |
| Participant deferral / active EE | $4,736 | $4,454+6.3% | $4,175+13.4% | $6,507-27.2% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |