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 | $12,307 | $111,535-89.0% | $105,223-88.3% | $137,256-91.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.75% | 237.85%-215.1pp | 180.65%-157.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,745 | $3,939-55.7% | $3,689-52.7% | $4,156-58.0% |
| Participant deferral / active EE | $1,999 | $5,500-63.6% | $5,072-60.6% | $6,407-68.8% |
| Admin fee / account holder | $31 | $9,721-99.7% | $8,859-99.7% | $12,270-99.7% |