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 | $28,270 | $100,773-71.9% | $88,946-68.2% | $142,382-80.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.63% | 70.18%-52.6pp | 57.82%-40.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $4,500 | $2,918+54.2% | $2,555+76.1% | $4,299+4.7% |
| Participant deferral / active EE | $10,454 | $5,230+99.9% | $4,581+128.2% | $6,507+60.7% |
| Admin fee / account holder | $247 | $9,693-97.5% | $8,261-97.0% | $12,624-98.0% |