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 | $30,335 | $127,065-76.1% | $113,168-73.2% | $142,382-78.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 36.05% | 24.03%+12.0pp | 24.27%+11.8pp | 217.08%-181.0pp |
| Employer contribution / active EE | $4,120 | $3,442+19.7% | $2,975+38.5% | $4,299-4.2% |
| Participant deferral / active EE | $10,108 | $5,716+76.8% | $5,107+97.9% | $6,507+55.3% |
| Admin fee / account holder | $54 | $15,736-99.7% | $12,068-99.6% | $12,624-99.6% |