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 | $56,845 | $100,773-43.6% | $88,946-36.1% | $142,382-60.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 35.14% | 70.18%-35.0pp | 57.82%-22.7pp | 217.08%-181.9pp |
| Employer contribution / active EE | $8,005 | $2,918+174.3% | $2,555+213.3% | $4,299+86.2% |
| Participant deferral / active EE | $27,386 | $5,230+423.6% | $4,581+497.8% | $6,507+320.8% |
| Admin fee / account holder | $89 | $9,693-99.1% | $8,261-98.9% | $12,624-99.3% |