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 | $32,308 | $105,126-69.3% | $94,646-65.9% | $139,434-76.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 32.78% | 38.03%-5.3pp | 156.71%-123.9pp | 372.94%-340.2pp |
| Employer contribution / active EE | $10,940 | $4,106+166.5% | $3,672+197.9% | $4,751+130.3% |
| Participant deferral / active EE | $12,129 | $7,599+59.6% | $7,418+63.5% | $6,710+80.8% |
| Admin fee / account holder | $41 | $8,984-99.5% | $7,231-99.4% | $11,403-99.6% |