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 | $11,394 | $114,381-90.0% | $107,525-89.4% | $142,382-92.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 22.26% | 242.71%-220.5pp | 181.32%-159.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,102 | $4,015-72.5% | $3,754-70.6% | $4,299-74.4% |
| Participant deferral / active EE | $1,537 | $5,564-72.4% | $5,116-70.0% | $6,507-76.4% |
| Admin fee / account holder | $94 | $9,860-99.0% | $8,919-98.9% | $12,624-99.3% |