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 | $10,393 | $114,381-90.9% | $107,525-90.3% | $142,382-92.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 44.71% | 242.71%-198.0pp | 181.32%-136.6pp | 217.08%-172.4pp |
| Employer contribution / active EE | $2,508 | $4,015-37.5% | $3,754-33.2% | $4,299-41.7% |
| Participant deferral / active EE | $3,762 | $5,564-32.4% | $5,116-26.5% | $6,507-42.2% |
| Admin fee / account holder | $30 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |