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 | $75,721 | $100,773-24.9% | $88,946-14.9% | $142,382-46.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.43% | 70.18%-48.7pp | 57.82%-36.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,154 | $2,918+8.1% | $2,555+23.5% | $4,299-26.6% |
| Participant deferral / active EE | $11,556 | $5,230+120.9% | $4,581+152.2% | $6,507+77.6% |
| Admin fee / account holder | $140 | $9,693-98.6% | $8,261-98.3% | $12,624-98.9% |