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 | $21,287 | $114,381-81.4% | $107,525-80.2% | $142,382-85.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.25% | 242.71%-220.5pp | 181.32%-159.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $7,431 | $4,015+85.1% | $3,754+98.0% | $4,299+72.8% |
| Participant deferral / active EE | $9,857 | $5,564+77.2% | $5,116+92.7% | $6,507+51.5% |
| Admin fee / account holder | $138 | $9,860-98.6% | $8,919-98.5% | $12,624-98.9% |