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 | $31,729 | $114,381-72.3% | $107,525-70.5% | $142,382-77.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.07% | 242.71%-221.6pp | 181.32%-160.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,898 | $4,015-2.9% | $3,754+3.9% | $4,299-9.3% |
| Participant deferral / active EE | $7,141 | $5,564+28.3% | $5,116+39.6% | $6,507+9.7% |
| Admin fee / account holder | $35 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |