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 | $18,222 | $117,983-84.6% | $101,794-82.1% | $142,382-87.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 26.32% | 36.92%-10.6pp | 30.53%-4.2pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,864 | $2,773-32.8% | $2,289-18.6% | $4,299-56.6% |
| Participant deferral / active EE | $6,797 | $4,714+44.2% | $4,084+66.4% | $6,507+4.4% |
| Admin fee / account holder | $85 | $10,433-99.2% | $8,777-99.0% | $12,624-99.3% |