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 | $57,105 | $100,773-43.3% | $88,946-35.8% | $142,382-59.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.10% | 70.18%-52.1pp | 57.82%-39.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $14,332 | $2,918+391.2% | $2,555+460.9% | $4,299+233.4% |
| Participant deferral / active EE | $9,540 | $5,230+82.4% | $4,581+108.2% | $6,507+46.6% |
| Admin fee / account holder | $135 | $9,693-98.6% | $8,261-98.4% | $12,624-98.9% |