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 | $29,848 | $68,097-56.2% | $62,929-52.6% | $137,256-78.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 20.35% | 1859.11%-1838.8pp | 1063.93%-1043.6pp | 220.34%-200.0pp |
| Employer contribution / active EE | $4,575 | $2,811+62.8% | $2,505+82.7% | $4,156+10.1% |
| Participant deferral / active EE | $8,238 | $4,553+80.9% | $3,888+111.9% | $6,407+28.6% |
| Admin fee / account holder | $48 | $6,521-99.3% | $5,065-99.1% | $12,270-99.6% |