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 | $29,427 | $81,248-63.8% | $155,509-81.1% | $80,856-63.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.29% | 33.31%-18.0pp | 64.67%-49.4pp | 35.59%-20.3pp |
| Employer contribution / active EE | $8,991 | $3,100+190.0% | $4,672+92.4% | $2,755+226.4% |
| Participant deferral / active EE | $9,586 | $3,452+177.7% | $5,626+70.4% | $4,296+123.1% |
| Admin fee / account holder | $9 | $7,997-99.9% | $15,912-99.9% | $6,918-99.9% |