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 | $43,522 | $114,381-62.0% | $107,525-59.5% | $142,382-69.4% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 21.78% | 242.71%-220.9pp | 181.32%-159.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,063 | $4,015-48.6% | $3,754-45.1% | $4,299-52.0% |
| Participant deferral / active EE | $12,054 | $5,564+116.6% | $5,116+135.6% | $6,507+85.2% |
| Admin fee / account holder | $42 | $9,860-99.6% | $8,919-99.5% | $12,624-99.7% |