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 | $31,448 | $74,888-58.0% | $71,209-55.8% | $142,382-77.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.68% | 345.14%-326.5pp | 282.51%-263.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,483 | $2,854-48.0% | $2,721-45.5% | $4,299-65.5% |
| Participant deferral / active EE | $8,547 | $4,454+91.9% | $4,175+104.7% | $6,507+31.3% |
| Admin fee / account holder | $205 | $5,568-96.3% | $5,349-96.2% | $12,624-98.4% |