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 | $11,131 | $74,888-85.1% | $71,209-84.4% | $142,382-92.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 24.59% | 345.14%-320.6pp | 282.51%-257.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,668 | $2,854-41.6% | $2,721-38.7% | $4,299-61.2% |
| Participant deferral / active EE | $2,667 | $4,454-40.1% | $4,175-36.1% | $6,507-59.0% |
| Admin fee / account holder | $8 | $5,568-99.9% | $5,349-99.8% | $12,624-99.9% |