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 7-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 | $32,812 | $162,781-79.8% | $133,956-75.5% | $158,922-79.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.97% | 41.94%-23.0pp | 45.09%-26.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $9,145 | $4,975+83.8% | $3,919+133.4% | $4,761+92.1% |
| Participant deferral / active EE | $6,372 | $5,911+7.8% | $5,048+26.2% | $5,982+6.5% |
| Admin fee / account holder | $54 | $11,736-99.5% | $8,927-99.4% | $11,246-99.5% |