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 | $34,787 | $58,208-40.2% | $81,812-57.5% | $80,856-57.0% |
| Participation rate | 88.9% | 63.4%+25.5pp | 72.3%+16.5pp | 67.6%+21.3pp |
| Annual return | 14.81% | 41.66%-26.9pp | 773.79%-759.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,112 | $2,340-9.7% | $2,912-27.5% | $2,755-23.3% |
| Participant deferral / active EE | $3,872 | $3,281+18.0% | $4,319-10.3% | $4,296-9.9% |
| Admin fee / account holder | $290 | $4,981-94.2% | $7,386-96.1% | $6,918-95.8% |