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 5-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 | $23,833 | $114,381-79.2% | $107,525-77.8% | $142,382-83.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.98% | 242.71%-223.7pp | 181.32%-162.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,863 | $4,015-53.6% | $3,754-50.4% | $4,299-56.7% |
| Participant deferral / active EE | $7,078 | $5,564+27.2% | $5,116+38.4% | $6,507+8.8% |
| Admin fee / account holder | $215 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |