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 | $38,414 | $158,398-75.7% | $126,539-69.6% | $142,382-73.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.64% | 593.76%-575.1pp | 425.95%-407.3pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,356 | $4,650-6.3% | $3,674+18.6% | $4,299+1.3% |
| Participant deferral / active EE | $17,031 | $4,767+257.3% | $4,083+317.2% | $6,507+161.7% |
| Admin fee / account holder | $43 | $6,918-99.4% | $6,065-99.3% | $12,624-99.7% |