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 6-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 | $31,144 | $112,096-72.2% | $95,952-67.5% | $158,922-80.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 23.11% | 171.09%-148.0pp | 91.61%-68.5pp | 302.83%-279.7pp |
| Employer contribution / active EE | $1,409 | $3,198-55.9% | $2,541-44.5% | $4,761-70.4% |
| Participant deferral / active EE | $12,309 | $4,784+157.3% | $4,167+195.4% | $5,982+105.8% |
| Admin fee / account holder | $46 | $10,130-99.5% | $6,795-99.3% | $11,246-99.6% |