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 | $22,870 | $114,381-80.0% | $107,525-78.7% | $142,382-83.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.70% | 242.71%-222.0pp | 181.32%-160.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $952 | $4,015-76.3% | $3,754-74.6% | $4,299-77.9% |
| Participant deferral / active EE | $8,228 | $5,564+47.9% | $5,116+60.8% | $6,507+26.4% |
| Admin fee / account holder | $185 | $9,860-98.1% | $8,919-97.9% | $12,624-98.5% |