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 | $42,234 | $108,919-61.2% | $100,391-57.9% | $145,922-71.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.90% | 57.88%-41.0pp | 49.20%-32.3pp | 561.29%-544.4pp |
| Employer contribution / active EE | $7,159 | $4,419+62.0% | $3,942+81.6% | $4,660+53.6% |
| Participant deferral / active EE | $2,387 | $8,445-71.7% | $8,082-70.5% | $6,688-64.3% |
| Admin fee / account holder | $38 | $9,689-99.6% | $7,899-99.5% | $13,397-99.7% |