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 6-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 | $25,627 | $114,381-77.6% | $107,525-76.2% | $142,382-82.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.96% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,808 | $4,015-30.1% | $3,754-25.2% | $4,299-34.7% |
| Participant deferral / active EE | $4,585 | $5,564-17.6% | $5,116-10.4% | $6,507-29.5% |
| Admin fee / account holder | $115 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |