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 | $39,134 | $47,479-17.6% | $62,929-37.8% | $82,448-52.5% |
| Participation rate | 97.6% | 66.9%+30.7pp | 73.1%+24.5pp | 68.1%+29.6pp |
| Annual return | 31.31% | 20.34%+11.0pp | 1063.93%-1032.6pp | 41.64%-10.3pp |
| Employer contribution / active EE | $2,021 | $1,885+7.2% | $2,505-19.3% | $2,551-20.8% |
| Participant deferral / active EE | $4,641 | $2,870+61.7% | $3,888+19.3% | $4,139+12.1% |
| Admin fee / account holder | $143 | $3,804-96.2% | $5,065-97.2% | $7,234-98.0% |