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 6-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 | $36,393 | $112,096-67.5% | $95,952-62.1% | $158,922-77.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 30.84% | 171.09%-140.3pp | 91.61%-60.8pp | 302.83%-272.0pp |
| Employer contribution / active EE | $3,503 | $3,198+9.5% | $2,541+37.9% | $4,761-26.4% |
| Participant deferral / active EE | $15,030 | $4,784+214.2% | $4,167+260.7% | $5,982+151.2% |
| Admin fee / account holder | $184 | $10,130-98.2% | $6,795-97.3% | $11,246-98.4% |