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 | $43,994 | $127,065-65.4% | $113,168-61.1% | $142,382-69.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 32.70% | 24.03%+8.7pp | 24.27%+8.4pp | 217.08%-184.4pp |
| Employer contribution / active EE | $4,020 | $3,442+16.8% | $2,975+35.1% | $4,299-6.5% |
| Participant deferral / active EE | $10,445 | $5,716+82.7% | $5,107+104.5% | $6,507+60.5% |
| Admin fee / account holder | $43 | $15,736-99.7% | $12,068-99.6% | $12,624-99.7% |