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 | $44,521 | $114,381-61.1% | $107,525-58.6% | $142,382-68.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 36.89% | 242.71%-205.8pp | 181.32%-144.4pp | 217.08%-180.2pp |
| Employer contribution / active EE | $16,325 | $4,015+306.6% | $3,754+334.9% | $4,299+279.7% |
| Participant deferral / active EE | $8,907 | $5,564+60.1% | $5,116+74.1% | $6,507+36.9% |
| Admin fee / account holder | $93 | $9,860-99.1% | $8,919-99.0% | $12,624-99.3% |