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 | $37,016 | $60,892-39.2% | $82,389-55.1% | $84,808-56.4% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 20.77% | 37.29%-16.5pp | 28.67%-7.9pp | 40.90%-20.1pp |
| Employer contribution / active EE | $3,733 | $1,779+109.8% | $2,517+48.3% | $2,631+41.9% |
| Participant deferral / active EE | $8,020 | $3,179+152.3% | $4,155+93.0% | $4,212+90.4% |
| Admin fee / account holder | $108 | $5,467-98.0% | $7,231-98.5% | $7,344-98.5% |