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 5-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 | $34,739 | $115,770-70.0% | $101,248-65.7% | $158,922-78.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 31.57% | 56.14%-24.6pp | 46.47%-14.9pp | 302.83%-271.3pp |
| Employer contribution / active EE | $10,343 | $4,175+147.8% | $3,660+182.6% | $4,761+117.2% |
| Participant deferral / active EE | $3,220 | $4,957-35.1% | $4,370-26.3% | $5,982-46.2% |
| Admin fee / account holder | $15 | $7,245-99.8% | $5,945-99.7% | $11,246-99.9% |