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 | $41,446 | $70,756-41.4% | $65,493-36.7% | $142,382-70.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 25.27% | 1754.89%-1729.6pp | 982.45%-957.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $15,630 | $2,881+442.6% | $2,574+507.2% | $4,299+263.6% |
| Participant deferral / active EE | $24,072 | $4,637+419.1% | $3,961+507.7% | $6,507+269.9% |
| Admin fee / account holder | $85 | $6,559-98.7% | $5,028-98.3% | $12,624-99.3% |