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 | $18,125 | $104,974-82.7% | $95,585-81.0% | $142,382-87.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 23.55% | 210.33%-186.8pp | 38.56%-15.0pp | 217.08%-193.5pp |
| Employer contribution / active EE | $3,234 | $2,779+16.4% | $2,527+28.0% | $4,299-24.8% |
| Participant deferral / active EE | $4,776 | $4,352+9.7% | $4,023+18.7% | $6,507-26.6% |
| Admin fee / account holder | $35 | $6,386-99.4% | $6,127-99.4% | $12,624-99.7% |