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 | $43,954 | $149,040-70.5% | $120,225-63.4% | $137,256-68.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.17% | 605.68%-584.5pp | 439.23%-418.1pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,402 | $4,350-67.8% | $3,475-59.7% | $4,156-66.3% |
| Participant deferral / active EE | $8,313 | $4,655+78.6% | $3,999+107.9% | $6,407+29.8% |
| Admin fee / account holder | $44 | $6,348-99.3% | $5,696-99.2% | $12,270-99.6% |