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 | $35,663 | $100,970-64.7% | $96,576-63.1% | $137,256-74.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.30% | 38.16%-16.9pp | 38.47%-17.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $7,571 | $3,809+98.8% | $3,553+113.1% | $4,156+82.2% |
| Participant deferral / active EE | $13,344 | $8,286+61.0% | $7,956+67.7% | $6,407+108.3% |
| Admin fee / account holder | $53 | $11,312-99.5% | $11,381-99.5% | $12,270-99.6% |