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 9-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 | $31,133 | $106,890-70.9% | $84,015-62.9% | $152,861-79.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.95% | 104.99%-88.0pp | 71.31%-54.4pp | 345.32%-328.4pp |
| Employer contribution / active EE | $11,787 | $2,734+331.1% | $1,983+494.3% | $4,762+147.5% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $257 | $8,285-96.9% | $6,101-95.8% | $11,596-97.8% |