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 | $10,051 | $114,381-91.2% | $107,525-90.7% | $142,382-92.9% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 23.62% | 242.71%-219.1pp | 181.32%-157.7pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,559 | $4,015-61.2% | $3,754-58.5% | $4,299-63.7% |
| Participant deferral / active EE | $3,145 | $5,564-43.5% | $5,116-38.5% | $6,507-51.7% |
| Admin fee / account holder | $242 | $9,860-97.5% | $8,919-97.3% | $12,624-98.1% |