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 6-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 | $27,185 | $114,381-76.2% | $107,525-74.7% | $142,382-80.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.13% | 242.71%-224.6pp | 181.32%-163.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,095 | $4,015-47.8% | $3,754-44.2% | $4,299-51.3% |
| Participant deferral / active EE | $8,821 | $5,564+58.5% | $5,116+72.4% | $6,507+35.6% |
| Admin fee / account holder | $143 | $9,860-98.5% | $8,919-98.4% | $12,624-98.9% |