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 | $34,773 | $74,888-53.6% | $71,209-51.2% | $142,382-75.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.64% | 345.14%-321.5pp | 282.51%-258.9pp | 217.08%-193.4pp |
| Employer contribution / active EE | $2,319 | $2,854-18.7% | $2,721-14.8% | $4,299-46.1% |
| Participant deferral / active EE | $7,755 | $4,454+74.1% | $4,175+85.7% | $6,507+19.2% |
| Admin fee / account holder | $143 | $5,568-97.4% | $5,349-97.3% | $12,624-98.9% |