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 | $21,775 | $172,111-87.3% | $150,298-85.5% | $137,256-84.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 27.17% | 69.37%-42.2pp | 62.79%-35.6pp | 220.34%-193.2pp |
| Employer contribution / active EE | $2,414 | $4,636-47.9% | $4,154-41.9% | $4,156-41.9% |
| Participant deferral / active EE | $8,226 | $6,166+33.4% | $5,453+50.9% | $6,407+28.4% |
| Admin fee / account holder | $41 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |