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 | $38,317 | $114,381-66.5% | $107,525-64.4% | $142,382-73.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 26.33% | 242.71%-216.4pp | 181.32%-155.0pp | 217.08%-190.7pp |
| Employer contribution / active EE | $1,846 | $4,015-54.0% | $3,754-50.8% | $4,299-57.1% |
| Participant deferral / active EE | $16,630 | $5,564+198.9% | $5,116+225.1% | $6,507+155.6% |
| Admin fee / account holder | $201 | $9,860-98.0% | $8,919-97.7% | $12,624-98.4% |