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 | $41,796 | $114,381-63.5% | $107,525-61.1% | $142,382-70.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.41% | 242.71%-221.3pp | 181.32%-159.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,908 | $4,015-52.5% | $3,754-49.2% | $4,299-55.6% |
| Participant deferral / active EE | $12,332 | $5,564+121.6% | $5,116+141.1% | $6,507+89.5% |
| Admin fee / account holder | $162 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |