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 | $24,527 | $175,202-86.0% | $149,673-83.6% | $139,434-82.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 33.69% | 166.71%-133.0pp | 134.42%-100.7pp | 372.94%-339.3pp |
| Employer contribution / active EE | $8,597 | $5,474+57.0% | $4,818+78.4% | $4,751+81.0% |
| Participant deferral / active EE | $9,322 | $6,519+43.0% | $5,680+64.1% | $6,710+38.9% |
| Admin fee / account holder | $183 | $16,150-98.9% | $13,210-98.6% | $11,403-98.4% |