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 | $34,406 | $169,032-79.6% | $129,207-73.4% | $145,922-76.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.19% | 14330.11%-14316.9pp | 9417.33%-9404.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,554 | $5,537-35.8% | $4,153-14.4% | $4,660-23.7% |
| Participant deferral / active EE | $8,073 | $4,987+61.9% | $4,168+93.7% | $6,688+20.7% |
| Admin fee / account holder | $87 | $9,954-99.1% | $7,715-98.9% | $13,397-99.3% |