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 5-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 | $31,129 | $202,432-84.6% | $169,368-81.6% | $139,434-77.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 30.99% | 531.74%-500.8pp | 405.60%-374.6pp | 372.94%-342.0pp |
| Employer contribution / active EE | $3,075 | $4,692-34.5% | $4,013-23.4% | $4,751-35.3% |
| Participant deferral / active EE | $8,553 | $6,938+23.3% | $6,221+37.5% | $6,710+27.5% |
| Admin fee / account holder | $41 | $10,708-99.6% | $9,003-99.5% | $11,403-99.6% |