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 | $111,535-89.8% | $105,223-89.2% | $137,256-91.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 22.26% | 237.85%-215.6pp | 180.65%-158.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,102 | $3,939-72.0% | $3,689-70.1% | $4,156-73.5% |
| Participant deferral / active EE | $1,537 | $5,500-72.1% | $5,072-69.7% | $6,407-76.0% |
| Admin fee / account holder | $94 | $9,721-99.0% | $8,859-98.9% | $12,270-99.2% |