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 | $28,664 | $74,888-61.7% | $71,209-59.7% | $142,382-79.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 36.30% | 345.14%-308.8pp | 282.51%-246.2pp | 217.08%-180.8pp |
| Employer contribution / active EE | $1,839 | $2,854-35.6% | $2,721-32.4% | $4,299-57.2% |
| Participant deferral / active EE | $14,858 | $4,454+233.6% | $4,175+255.9% | $6,507+128.3% |
| Admin fee / account holder | $88 | $5,568-98.4% | $5,349-98.4% | $12,624-99.3% |