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 | $28,493 | $210,648-86.5% | $177,989-84.0% | $145,922-80.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.41% | 385.86%-371.5pp | 294.48%-280.1pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,080 | $4,565-76.3% | $3,949-72.6% | $4,660-76.8% |
| Participant deferral / active EE | $2,700 | $6,958-61.2% | $6,276-57.0% | $6,688-59.6% |
| Admin fee / account holder | $42 | $12,013-99.7% | $10,363-99.6% | $13,397-99.7% |