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 | $38,479 | $90,348-57.4% | $75,972-49.4% | $145,922-73.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 20.73% | 620.88%-600.1pp | 359.55%-338.8pp | 561.29%-540.6pp |
| Employer contribution / active EE | $17,285 | $3,311+422.0% | $2,685+543.8% | $4,660+271.0% |
| Participant deferral / active EE | $6,967 | $5,162+35.0% | $4,255+63.7% | $6,688+4.2% |
| Admin fee / account holder | $119 | $8,467-98.6% | $6,467-98.2% | $13,397-99.1% |