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 4-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 | $31,910 | $114,381-72.1% | $107,525-70.3% | $142,382-77.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.24% | 242.71%-222.5pp | 181.32%-161.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,483 | $4,015-38.1% | $3,754-33.8% | $4,299-42.2% |
| Participant deferral / active EE | $7,616 | $5,564+36.9% | $5,116+48.9% | $6,507+17.0% |
| Admin fee / account holder | $201 | $9,860-98.0% | $8,919-97.7% | $12,624-98.4% |