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 | $35,944 | $104,974-65.8% | $95,585-62.4% | $142,382-74.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 25.18% | 210.33%-185.2pp | 38.56%-13.4pp | 217.08%-191.9pp |
| Employer contribution / active EE | $4,010 | $2,779+44.3% | $2,527+58.7% | $4,299-6.7% |
| Participant deferral / active EE | $9,646 | $4,352+121.6% | $4,023+139.8% | $6,507+48.2% |
| Admin fee / account holder | $28 | $6,386-99.6% | $6,127-99.5% | $12,624-99.8% |