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 | $30,752 | $175,202-82.4% | $149,673-79.5% | $139,434-77.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 35.70% | 166.71%-131.0pp | 134.42%-98.7pp | 372.94%-337.2pp |
| Employer contribution / active EE | $4,641 | $5,474-15.2% | $4,818-3.7% | $4,751-2.3% |
| Participant deferral / active EE | $12,510 | $6,519+91.9% | $5,680+120.2% | $6,710+86.4% |
| Admin fee / account holder | $145 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |