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 | $46,632 | $70,756-34.1% | $65,493-28.8% | $142,382-67.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 22.12% | 1754.89%-1732.8pp | 982.45%-960.3pp | 217.08%-195.0pp |
| Employer contribution / active EE | $3,633 | $2,881+26.1% | $2,574+41.1% | $4,299-15.5% |
| Participant deferral / active EE | $5,946 | $4,637+28.2% | $3,961+50.1% | $6,507-8.6% |
| Admin fee / account holder | $286 | $6,559-95.6% | $5,028-94.3% | $12,624-97.7% |