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 | $36,825 | $89,753-59.0% | $107,525-65.8% | $84,808-56.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 26.62% | 29.48%-2.9pp | 181.32%-154.7pp | 40.90%-14.3pp |
| Employer contribution / active EE | $6,411 | $3,113+105.9% | $3,754+70.8% | $2,631+143.7% |
| Participant deferral / active EE | $5,250 | $4,056+29.4% | $5,116+2.6% | $4,212+24.6% |
| Admin fee / account holder | $157 | $7,222-97.8% | $8,919-98.2% | $7,344-97.9% |