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 | $30,188 | $114,381-73.6% | $107,525-71.9% | $142,382-78.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 41.67% | 242.71%-201.0pp | 181.32%-139.6pp | 217.08%-175.4pp |
| Employer contribution / active EE | $8,481 | $4,015+111.3% | $3,754+126.0% | $4,299+97.3% |
| Participant deferral / active EE | $6,734 | $5,564+21.0% | $5,116+31.6% | $6,507+3.5% |
| Admin fee / account holder | $115 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |