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 | $40,363 | $173,345-76.7% | $136,007-70.3% | $145,922-72.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.99% | 1163.32%-1148.3pp | 579.32%-564.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,968 | $5,278-43.8% | $4,217-29.6% | $4,660-36.3% |
| Participant deferral / active EE | $8,237 | $8,699-5.3% | $7,025+17.3% | $6,688+23.2% |
| Admin fee / account holder | $54 | $9,954-99.5% | $6,858-99.2% | $13,397-99.6% |