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 | $114,381-86.5% | $107,525-85.6% | $142,382-89.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 26.93% | 242.71%-215.8pp | 181.32%-154.4pp | 217.08%-190.1pp |
| Employer contribution / active EE | $1,844 | $4,015-54.1% | $3,754-50.9% | $4,299-57.1% |
| Participant deferral / active EE | $3,405 | $5,564-38.8% | $5,116-33.4% | $6,507-47.7% |
| Admin fee / account holder | $22 | $9,860-99.8% | $8,919-99.7% | $12,624-99.8% |