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 | $37,916 | $175,202-78.4% | $149,673-74.7% | $139,434-72.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.98% | 166.71%-149.7pp | 134.42%-117.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $10,395 | $5,474+89.9% | $4,818+115.8% | $4,751+118.8% |
| Participant deferral / active EE | $16,671 | $6,519+155.7% | $5,680+193.5% | $6,710+148.4% |
| Admin fee / account holder | $64 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |