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 | $32,200 | $114,381-71.8% | $107,525-70.1% | $142,382-77.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 20.95% | 242.71%-221.8pp | 181.32%-160.4pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,429 | $4,015-14.6% | $3,754-8.6% | $4,299-20.2% |
| Participant deferral / active EE | $7,272 | $5,564+30.7% | $5,116+42.1% | $6,507+11.7% |
| Admin fee / account holder | $46 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |