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 | $41,344 | $159,602-74.1% | $150,045-72.4% | $142,382-71.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.38% | 70.24%-42.9pp | 62.55%-35.2pp | 217.08%-189.7pp |
| Employer contribution / active EE | $3,264 | $4,961-34.2% | $4,693-30.5% | $4,299-24.1% |
| Participant deferral / active EE | $12,744 | $8,310+53.4% | $7,997+59.4% | $6,507+95.8% |
| Admin fee / account holder | $84 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |