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 | $10,783 | $111,535-90.3% | $105,223-89.8% | $137,256-92.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 31.22% | 237.85%-206.6pp | 180.65%-149.4pp | 220.34%-189.1pp |
| Employer contribution / active EE | $2,517 | $3,939-36.1% | $3,689-31.8% | $4,156-39.4% |
| Participant deferral / active EE | $4,433 | $5,500-19.4% | $5,072-12.6% | $6,407-30.8% |
| Admin fee / account holder | $58 | $9,721-99.4% | $8,859-99.3% | $12,270-99.5% |