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 | $33,668 | $99,877-66.3% | $84,966-60.4% | $145,922-76.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.92% | 83.76%-59.8pp | 66.38%-42.5pp | 561.29%-537.4pp |
| Employer contribution / active EE | $4,161 | $3,231+28.8% | $2,727+52.6% | $4,660-10.7% |
| Participant deferral / active EE | $13,330 | $5,291+152.0% | $4,519+195.0% | $6,688+99.3% |
| Admin fee / account holder | $70 | $7,248-99.0% | $6,149-98.9% | $13,397-99.5% |