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 | $43,391 | $100,970-57.0% | $96,576-55.1% | $137,256-68.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.55% | 38.16%-16.6pp | 38.47%-16.9pp | 220.34%-198.8pp |
| Employer contribution / active EE | $4,723 | $3,809+24.0% | $3,553+32.9% | $4,156+13.6% |
| Participant deferral / active EE | $11,957 | $8,286+44.3% | $7,956+50.3% | $6,407+86.6% |
| Admin fee / account holder | $45 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |