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 | $41,603 | $114,381-63.6% | $107,525-61.3% | $142,382-70.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.39% | 242.71%-219.3pp | 181.32%-157.9pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,797 | $4,015-55.2% | $3,754-52.1% | $4,299-58.2% |
| Participant deferral / active EE | $5,991 | $5,564+7.7% | $5,116+17.1% | $6,507-7.9% |
| Admin fee / account holder | $114 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |