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 5-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 | $16,202 | $114,381-85.8% | $107,525-84.9% | $142,382-88.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.72% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,846 | $4,015-54.0% | $3,754-50.8% | $4,299-57.1% |
| Participant deferral / active EE | $2,138 | $5,564-61.6% | $5,116-58.2% | $6,507-67.1% |
| Admin fee / account holder | $213 | $9,860-97.8% | $8,919-97.6% | $12,624-98.3% |