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 6-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 | $39,143 | $114,381-65.8% | $107,525-63.6% | $142,382-72.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.11% | 242.71%-221.6pp | 181.32%-160.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $4,434 | $4,015+10.4% | $3,754+18.1% | $4,299+3.1% |
| Participant deferral / active EE | $10,809 | $5,564+94.3% | $5,116+111.3% | $6,507+66.1% |
| Admin fee / account holder | $67 | $9,860-99.3% | $8,919-99.2% | $12,624-99.5% |