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 | $16,916 | $114,381-85.2% | $107,525-84.3% | $142,382-88.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.59% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,448 | $4,015-39.0% | $3,754-34.8% | $4,299-43.1% |
| Participant deferral / active EE | $5,554 | $5,564-0.2% | $5,116+8.6% | $6,507-14.6% |
| Admin fee / account holder | $102 | $9,860-99.0% | $8,919-98.9% | $12,624-99.2% |