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 | $37,414 | $118,427-68.4% | $66,042-43.3% | $142,382-73.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 32.16% | 35.57%-3.4pp | 52.11%-19.9pp | 217.08%-184.9pp |
| Employer contribution / active EE | $3,427 | $2,570+33.4% | $1,579+117.0% | $4,299-20.3% |
| Participant deferral / active EE | $3,427 | $4,311-20.5% | $2,835+20.9% | $6,507-47.3% |
| Admin fee / account holder | $92 | $9,593-99.0% | $5,747-98.4% | $12,624-99.3% |