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 | $32,629 | $214,378-84.8% | $200,582-83.7% | $142,382-77.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.07% | 46.41%-27.3pp | 42.33%-23.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,653 | $6,841-75.8% | $6,419-74.3% | $4,299-61.6% |
| Participant deferral / active EE | $9,977 | $9,865+1.1% | $9,331+6.9% | $6,507+53.3% |
| Admin fee / account holder | $63 | $17,692-99.6% | $16,305-99.6% | $12,624-99.5% |