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 | $11,860 | $111,535-89.4% | $105,223-88.7% | $137,256-91.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 23.32% | 237.85%-214.5pp | 180.65%-157.3pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,110 | $3,939-46.5% | $3,689-42.8% | $4,156-49.2% |
| Participant deferral / active EE | $3,742 | $5,500-32.0% | $5,072-26.2% | $6,407-41.6% |
| Admin fee / account holder | $214 | $9,721-97.8% | $8,859-97.6% | $12,270-98.3% |