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 | $23,594 | $114,381-79.4% | $107,525-78.1% | $142,382-83.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 26.61% | 242.71%-216.1pp | 181.32%-154.7pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,962 | $4,015-51.1% | $3,754-47.7% | $4,299-54.4% |
| Participant deferral / active EE | $8,768 | $5,564+57.6% | $5,116+71.4% | $6,507+34.7% |
| Admin fee / account holder | $24 | $9,860-99.8% | $8,919-99.7% | $12,624-99.8% |