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 | $49,378 | $74,888-34.1% | $71,209-30.7% | $142,382-65.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.20% | 345.14%-320.9pp | 282.51%-258.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $6,377 | $2,854+123.4% | $2,721+134.4% | $4,299+48.3% |
| Participant deferral / active EE | $7,971 | $4,454+78.9% | $4,175+90.9% | $6,507+22.5% |
| Admin fee / account holder | $81 | $5,568-98.5% | $5,349-98.5% | $12,624-99.4% |