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 | $35,101 | $111,535-68.5% | $105,223-66.6% | $137,256-74.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.91% | 237.85%-214.9pp | 180.65%-157.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $6,038 | $3,939+53.3% | $3,689+63.7% | $4,156+45.3% |
| Participant deferral / active EE | $8,779 | $5,500+59.6% | $5,072+73.1% | $6,407+37.0% |
| Admin fee / account holder | $79 | $9,721-99.2% | $8,859-99.1% | $12,270-99.4% |