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 | $27,542 | $117,983-76.7% | $101,794-72.9% | $142,382-80.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 26.74% | 36.92%-10.2pp | 30.53%-3.8pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,208 | $2,773-56.4% | $2,289-47.2% | $4,299-71.9% |
| Participant deferral / active EE | $10,895 | $4,714+131.1% | $4,084+166.8% | $6,507+67.4% |
| Admin fee / account holder | $239 | $10,433-97.7% | $8,777-97.3% | $12,624-98.1% |