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 4-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 | $45,096 | $165,984-72.8% | $164,813-72.6% | $145,922-69.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.60% | 100.03%-77.4pp | 69.93%-47.3pp | 561.29%-538.7pp |
| Employer contribution / active EE | $3,543 | $5,273-32.8% | $4,341-18.4% | $4,660-24.0% |
| Participant deferral / active EE | $13,006 | $6,959+86.9% | $6,031+115.6% | $6,688+94.5% |
| Admin fee / account holder | $242 | $16,648-98.5% | $12,690-98.1% | $13,397-98.2% |