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 | $17,536 | $111,535-84.3% | $105,223-83.3% | $137,256-87.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.17% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,645 | $3,939-32.9% | $3,689-28.3% | $4,156-36.4% |
| Participant deferral / active EE | $3,607 | $5,500-34.4% | $5,072-28.9% | $6,407-43.7% |
| Admin fee / account holder | $105 | $9,721-98.9% | $8,859-98.8% | $12,270-99.1% |