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 | $111,535-90.7% | $105,223-90.1% | $137,256-92.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 44.71% | 237.85%-193.1pp | 180.65%-135.9pp | 220.34%-175.6pp |
| Employer contribution / active EE | $2,508 | $3,939-36.3% | $3,689-32.0% | $4,156-39.7% |
| Participant deferral / active EE | $3,762 | $5,500-31.6% | $5,072-25.8% | $6,407-41.3% |
| Admin fee / account holder | $30 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |