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 | $58,052 | $100,773-42.4% | $88,946-34.7% | $142,382-59.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 26.27% | 70.18%-43.9pp | 57.82%-31.6pp | 217.08%-190.8pp |
| Employer contribution / active EE | $21,890 | $2,918+650.3% | $2,555+756.8% | $4,299+409.2% |
| Participant deferral / active EE | $20,351 | $5,230+289.1% | $4,581+344.2% | $6,507+212.7% |
| Admin fee / account holder | $232 | $9,693-97.6% | $8,261-97.2% | $12,624-98.2% |