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 | $38,021 | $104,974-63.8% | $95,585-60.2% | $142,382-73.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.04% | 210.33%-195.3pp | 38.56%-23.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $8,354 | $2,779+200.7% | $2,527+230.7% | $4,299+94.3% |
| Participant deferral / active EE | $12,916 | $4,352+196.8% | $4,023+221.1% | $6,507+98.5% |
| Admin fee / account holder | $179 | $6,386-97.2% | $6,127-97.1% | $12,624-98.6% |