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 | $44,056 | $114,381-61.5% | $107,525-59.0% | $142,382-69.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.21% | 242.71%-219.5pp | 181.32%-158.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,038 | $4,015-49.2% | $3,754-45.7% | $4,299-52.6% |
| Participant deferral / active EE | $8,215 | $5,564+47.6% | $5,116+60.6% | $6,507+26.2% |
| Admin fee / account holder | $248 | $9,860-97.5% | $8,919-97.2% | $12,624-98.0% |