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 | $25,685 | $114,381-77.5% | $107,525-76.1% | $142,382-82.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.78% | 242.71%-218.9pp | 181.32%-157.5pp | 217.08%-193.3pp |
| Employer contribution / active EE | $2,334 | $4,015-41.9% | $3,754-37.8% | $4,299-45.7% |
| Participant deferral / active EE | $6,387 | $5,564+14.8% | $5,116+24.9% | $6,507-1.8% |
| Admin fee / account holder | $292 | $9,860-97.0% | $8,919-96.7% | $12,624-97.7% |