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 | $40,060 | $183,519-78.2% | $155,509-74.2% | $145,922-72.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 37.46% | 61.17%-23.7pp | 64.67%-27.2pp | 561.29%-523.8pp |
| Employer contribution / active EE | $1,878 | $5,313-64.6% | $4,672-59.8% | $4,660-59.7% |
| Participant deferral / active EE | $10,607 | $6,462+64.1% | $5,626+88.5% | $6,688+58.6% |
| Admin fee / account holder | $259 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |