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 | $14,092 | $111,535-87.4% | $105,223-86.6% | $137,256-89.7% |
| Participation rate | 90.5% | 78.1%+12.4pp | 75.0%+15.4pp | 80.0%+10.5pp |
| Annual return | 22.06% | 237.85%-215.8pp | 180.65%-158.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $3,198 | $3,939-18.8% | $3,689-13.3% | $4,156-23.1% |
| Participant deferral / active EE | $2,318 | $5,500-57.8% | $5,072-54.3% | $6,407-63.8% |
| Admin fee / account holder | $218 | $9,721-97.8% | $8,859-97.5% | $12,270-98.2% |