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 | $114,381-90.6% | $107,525-90.0% | $142,382-92.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 31.22% | 242.71%-211.5pp | 181.32%-150.1pp | 217.08%-185.9pp |
| Employer contribution / active EE | $2,517 | $4,015-37.3% | $3,754-33.0% | $4,299-41.5% |
| Participant deferral / active EE | $4,433 | $5,564-20.3% | $5,116-13.3% | $6,507-31.9% |
| Admin fee / account holder | $58 | $9,860-99.4% | $8,919-99.4% | $12,624-99.5% |