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 4-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 | $13,334 | $114,381-88.3% | $107,525-87.6% | $142,382-90.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.97% | 242.71%-217.7pp | 181.32%-156.4pp | 217.08%-192.1pp |
| Employer contribution / active EE | $878 | $4,015-78.1% | $3,754-76.6% | $4,299-79.6% |
| Participant deferral / active EE | $2,443 | $5,564-56.1% | $5,116-52.2% | $6,507-62.5% |
| Admin fee / account holder | $26 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |