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 7-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 | $29,549 | $107,334-72.5% | $92,893-68.2% | $152,861-80.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.51% | 145.58%-121.1pp | 109.41%-84.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $11,851 | $4,221+180.8% | $3,653+224.5% | $4,762+148.9% |
| Participant deferral / active EE | $14,017 | $4,845+189.3% | $4,236+230.9% | $5,850+139.6% |
| Admin fee / account holder | $42 | $7,079-99.4% | $5,794-99.3% | $11,596-99.6% |