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 | $72,071-40.7% | $68,368-37.5% | $137,256-68.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.75% | 353.14%-336.4pp | 292.57%-275.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,383 | $2,788+21.4% | $2,649+27.7% | $4,156-18.6% |
| Participant deferral / active EE | $9,969 | $4,410+126.0% | $4,123+141.8% | $6,407+55.6% |
| Admin fee / account holder | $96 | $5,336-98.2% | $5,150-98.1% | $12,270-99.2% |