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 | $13,489 | $114,381-88.2% | $107,525-87.5% | $142,382-90.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.25% | 242.71%-219.5pp | 181.32%-158.1pp | 217.08%-193.8pp |
| Employer contribution / active EE | $2,297 | $4,015-42.8% | $3,754-38.8% | $4,299-46.6% |
| Participant deferral / active EE | $3,419 | $5,564-38.6% | $5,116-33.2% | $6,507-47.5% |
| Admin fee / account holder | $29 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |