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 | $42,729 | $74,888-42.9% | $71,209-40.0% | $142,382-70.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.75% | 345.14%-328.4pp | 282.51%-265.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,383 | $2,854+18.5% | $2,721+24.3% | $4,299-21.3% |
| Participant deferral / active EE | $9,969 | $4,454+123.8% | $4,175+138.8% | $6,507+53.2% |
| Admin fee / account holder | $96 | $5,568-98.3% | $5,349-98.2% | $12,624-99.2% |