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 | $11,172 | $114,381-90.2% | $107,525-89.6% | $142,382-92.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.92% | 242.71%-221.8pp | 181.32%-160.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,997 | $4,015-0.4% | $3,754+6.5% | $4,299-7.0% |
| Participant deferral / active EE | $3,325 | $5,564-40.2% | $5,116-35.0% | $6,507-48.9% |
| Admin fee / account holder | $284 | $9,860-97.1% | $8,919-96.8% | $12,624-97.8% |