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 | $11,362 | $111,535-89.8% | $105,223-89.2% | $137,256-91.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 27.65% | 237.85%-210.2pp | 180.65%-153.0pp | 220.34%-192.7pp |
| Employer contribution / active EE | $1,250 | $3,939-68.3% | $3,689-66.1% | $4,156-69.9% |
| Participant deferral / active EE | $3,101 | $5,500-43.6% | $5,072-38.9% | $6,407-51.6% |
| Admin fee / account holder | $8 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |