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 | $41,181 | $133,922-69.3% | $116,228-64.6% | $142,382-71.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 34.85% | 147.76%-112.9pp | 90.06%-55.2pp | 217.08%-182.2pp |
| Employer contribution / active EE | $4,775 | $3,446+38.6% | $2,994+59.5% | $4,299+11.1% |
| Participant deferral / active EE | $10,876 | $5,672+91.7% | $4,953+119.6% | $6,507+67.1% |
| Admin fee / account holder | $102 | $14,945-99.3% | $11,989-99.1% | $12,624-99.2% |