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 | $59,255 | $114,381-48.2% | $107,525-44.9% | $142,382-58.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.24% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,711 | $4,015-32.5% | $3,754-27.8% | $4,299-37.0% |
| Participant deferral / active EE | $4,317 | $5,564-22.4% | $5,116-15.6% | $6,507-33.7% |
| Admin fee / account holder | $125 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |