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 | $58,627-36.9% | $76,735-51.8% | $82,448-55.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 20.77% | 39.10%-18.3pp | 29.77%-9.0pp | 41.64%-20.9pp |
| Employer contribution / active EE | $3,733 | $1,729+115.9% | $2,454+52.1% | $2,551+46.3% |
| Participant deferral / active EE | $8,020 | $3,134+156.0% | $4,088+96.2% | $4,139+93.8% |
| Admin fee / account holder | $108 | $5,323-98.0% | $7,189-98.5% | $7,234-98.5% |