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 | $42,334 | $159,901-73.5% | $146,958-71.2% | $145,922-71.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.42% | 98.13%-71.7pp | 418.34%-391.9pp | 561.29%-534.9pp |
| Employer contribution / active EE | $5,232 | $5,286-1.0% | $4,933+6.1% | $4,660+12.3% |
| Participant deferral / active EE | $13,835 | $8,428+64.1% | $8,070+71.4% | $6,688+106.9% |
| Admin fee / account holder | $127 | $15,044-99.2% | $12,998-99.0% | $13,397-99.1% |