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 | $33,564 | $118,450-71.7% | $98,439-65.9% | $139,434-75.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 22.15% | 18.94%+3.2pp | 21.16%+1.0pp | 372.94%-350.8pp |
| Employer contribution / active EE | $7,190 | $3,609+99.2% | $3,048+135.9% | $4,751+51.3% |
| Participant deferral / active EE | $12,215 | $5,392+126.5% | $4,738+157.8% | $6,710+82.0% |
| Admin fee / account holder | $106 | $14,026-99.2% | $8,948-98.8% | $11,403-99.1% |