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 | $11,671 | $114,381-89.8% | $107,525-89.1% | $142,382-91.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.01% | 242.71%-228.7pp | 181.32%-167.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,701 | $4,015-7.8% | $3,754-1.4% | $4,299-13.9% |
| Participant deferral / active EE | $8,934 | $5,564+60.6% | $5,116+74.6% | $6,507+37.3% |
| Admin fee / account holder | $72 | $9,860-99.3% | $8,919-99.2% | $12,624-99.4% |