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 4-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 | $12,516 | $111,535-88.8% | $105,223-88.1% | $137,256-90.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.64% | 237.85%-217.2pp | 180.65%-160.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,343 | $3,939-65.9% | $3,689-63.6% | $4,156-67.7% |
| Participant deferral / active EE | $2,914 | $5,500-47.0% | $5,072-42.5% | $6,407-54.5% |
| Admin fee / account holder | $34 | $9,721-99.6% | $8,859-99.6% | $12,270-99.7% |