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 | $37,324 | $106,584-65.0% | $101,326-63.2% | $142,382-73.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 31.62% | 36.93%-5.3pp | 36.82%-5.2pp | 217.08%-185.5pp |
| Employer contribution / active EE | $10,510 | $3,956+165.7% | $3,665+186.7% | $4,299+144.5% |
| Participant deferral / active EE | $9,709 | $8,297+17.0% | $7,994+21.5% | $6,507+49.2% |
| Admin fee / account holder | $33 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |