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 | $33,916 | $173,345-80.4% | $136,007-75.1% | $145,922-76.8% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.15% | 1163.32%-1146.2pp | 579.32%-562.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,560 | $5,278-51.5% | $4,217-39.3% | $4,660-45.1% |
| Participant deferral / active EE | $18,370 | $8,699+111.2% | $7,025+161.5% | $6,688+174.7% |
| Admin fee / account holder | $29 | $9,954-99.7% | $6,858-99.6% | $13,397-99.8% |