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 | $34,657 | $114,381-69.7% | $107,525-67.8% | $142,382-75.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 25.14% | 242.71%-217.6pp | 181.32%-156.2pp | 217.08%-191.9pp |
| Employer contribution / active EE | $2,261 | $4,015-43.7% | $3,754-39.8% | $4,299-47.4% |
| Participant deferral / active EE | $5,943 | $5,564+6.8% | $5,116+16.2% | $6,507-8.7% |
| Admin fee / account holder | $22 | $9,860-99.8% | $8,919-99.7% | $12,624-99.8% |