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 | $31,340 | $85,022-63.1% | $70,515-55.6% | $139,434-77.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 19.48% | 30.38%-10.9pp | 32.77%-13.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $18,758 | $3,909+379.9% | $2,973+530.9% | $4,751+294.8% |
| Participant deferral / active EE | $4,019 | $5,890-31.8% | $4,567-12.0% | $6,710-40.1% |
| Admin fee / account holder | $142 | $8,906-98.4% | $6,412-97.8% | $11,403-98.8% |