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 | $132,634-69.0% | $115,768-64.4% | $137,256-70.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 34.85% | 160.70%-125.8pp | 100.46%-65.6pp | 220.34%-185.5pp |
| Employer contribution / active EE | $4,775 | $3,360+42.1% | $2,940+62.4% | $4,156+14.9% |
| Participant deferral / active EE | $10,876 | $5,619+93.6% | $4,917+121.2% | $6,407+69.8% |
| Admin fee / account holder | $102 | $15,028-99.3% | $12,439-99.2% | $12,270-99.2% |