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 4-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 | $23,619 | $114,381-79.4% | $107,525-78.0% | $142,382-83.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.86% | 242.71%-216.8pp | 181.32%-155.5pp | 217.08%-191.2pp |
| Employer contribution / active EE | $3,006 | $4,015-25.1% | $3,754-19.9% | $4,299-30.1% |
| Participant deferral / active EE | $9,421 | $5,564+69.3% | $5,116+84.2% | $6,507+44.8% |
| Admin fee / account holder | $30 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |