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 | $19,205 | $114,381-83.2% | $107,525-82.1% | $142,382-86.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 26.03% | 242.71%-216.7pp | 181.32%-155.3pp | 217.08%-191.0pp |
| Employer contribution / active EE | $2,416 | $4,015-39.8% | $3,754-35.6% | $4,299-43.8% |
| Participant deferral / active EE | $6,859 | $5,564+23.3% | $5,116+34.1% | $6,507+5.4% |
| Admin fee / account holder | $183 | $9,860-98.1% | $8,919-97.9% | $12,624-98.5% |