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 | $24,134 | $114,381-78.9% | $107,525-77.6% | $142,382-83.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.13% | 242.71%-221.6pp | 181.32%-160.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,357 | $4,015-66.2% | $3,754-63.8% | $4,299-68.4% |
| Participant deferral / active EE | $8,545 | $5,564+53.6% | $5,116+67.0% | $6,507+31.3% |
| Admin fee / account holder | $181 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |