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 | $20,914 | $114,381-81.7% | $107,525-80.5% | $142,382-85.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.42% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $3,115 | $4,015-22.4% | $3,754-17.0% | $4,299-27.6% |
| Participant deferral / active EE | $4,320 | $5,564-22.4% | $5,116-15.5% | $6,507-33.6% |
| Admin fee / account holder | $47 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |