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 | $49,080 | $114,381-57.1% | $107,525-54.4% | $142,382-65.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.82% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,712 | $4,015-7.5% | $3,754-1.1% | $4,299-13.6% |
| Participant deferral / active EE | $12,575 | $5,564+126.0% | $5,116+145.8% | $6,507+93.2% |
| Admin fee / account holder | $84 | $9,860-99.1% | $8,919-99.1% | $12,624-99.3% |