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 | $14,410 | $172,111-91.6% | $150,298-90.4% | $137,256-89.5% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 27.27% | 69.37%-42.1pp | 62.79%-35.5pp | 220.34%-193.1pp |
| Employer contribution / active EE | $1,021 | $4,636-78.0% | $4,154-75.4% | $4,156-75.4% |
| Participant deferral / active EE | $3,968 | $6,166-35.7% | $5,453-27.2% | $6,407-38.1% |
| Admin fee / account holder | $14 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |