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 | $111,535-79.5% | $105,223-78.3% | $137,256-83.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.70% | 237.85%-217.2pp | 180.65%-159.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $952 | $3,939-75.8% | $3,689-74.2% | $4,156-77.1% |
| Participant deferral / active EE | $8,228 | $5,500+49.6% | $5,072+62.2% | $6,407+28.4% |
| Admin fee / account holder | $185 | $9,721-98.1% | $8,859-97.9% | $12,270-98.5% |