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 | $30,265 | $183,519-83.5% | $155,509-80.5% | $145,922-79.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.07% | 61.17%-33.1pp | 64.67%-36.6pp | 561.29%-533.2pp |
| Employer contribution / active EE | $2,438 | $5,313-54.1% | $4,672-47.8% | $4,660-47.7% |
| Participant deferral / active EE | $6,805 | $6,462+5.3% | $5,626+21.0% | $6,688+1.8% |
| Admin fee / account holder | $12 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |