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 | $37,751 | $88,751-57.5% | $81,812-53.9% | $145,922-74.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.95% | 1025.40%-1013.4pp | 773.79%-761.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $16,766 | $3,083+443.8% | $2,912+475.7% | $4,660+259.8% |
| Participant deferral / active EE | $8,283 | $4,643+78.4% | $4,319+91.8% | $6,688+23.9% |
| Admin fee / account holder | $251 | $8,415-97.0% | $7,386-96.6% | $13,397-98.1% |