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 | $15,471 | $111,535-86.1% | $105,223-85.3% | $137,256-88.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 26.93% | 237.85%-210.9pp | 180.65%-153.7pp | 220.34%-193.4pp |
| Employer contribution / active EE | $1,844 | $3,939-53.2% | $3,689-50.0% | $4,156-55.6% |
| Participant deferral / active EE | $3,405 | $5,500-38.1% | $5,072-32.9% | $6,407-46.9% |
| Admin fee / account holder | $22 | $9,721-99.8% | $8,859-99.7% | $12,270-99.8% |