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 | $12,400 | $111,535-88.9% | $105,223-88.2% | $137,256-91.0% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 25.83% | 237.85%-212.0pp | 180.65%-154.8pp | 220.34%-194.5pp |
| Employer contribution / active EE | $2,114 | $3,939-46.3% | $3,689-42.7% | $4,156-49.1% |
| Participant deferral / active EE | $2,865 | $5,500-47.9% | $5,072-43.5% | $6,407-55.3% |
| Admin fee / account holder | $15 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |