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 | $59,530 | $158,398-62.4% | $126,539-53.0% | $142,382-58.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.43% | 593.76%-573.3pp | 425.95%-405.5pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,290 | $4,650-50.8% | $3,674-37.7% | $4,299-46.7% |
| Participant deferral / active EE | $19,295 | $4,767+304.8% | $4,083+372.6% | $6,507+196.5% |
| Admin fee / account holder | $109 | $6,918-98.4% | $6,065-98.2% | $12,624-99.1% |