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 | $8,611 | $111,535-92.3% | $105,223-91.8% | $137,256-93.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 27.82% | 237.85%-210.0pp | 180.65%-152.8pp | 220.34%-192.5pp |
| Employer contribution / active EE | $1,608 | $3,939-59.2% | $3,689-56.4% | $4,156-61.3% |
| Participant deferral / active EE | $2,084 | $5,500-62.1% | $5,072-58.9% | $6,407-67.5% |
| Admin fee / account holder | $13 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |