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 | $58,186 | $70,756-17.8% | $65,493-11.2% | $142,382-59.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 34.59% | 1754.89%-1720.3pp | 982.45%-947.9pp | 217.08%-182.5pp |
| Employer contribution / active EE | $3,790 | $2,881+31.6% | $2,574+47.2% | $4,299-11.8% |
| Participant deferral / active EE | $12,465 | $4,637+168.8% | $3,961+214.7% | $6,507+91.6% |
| Admin fee / account holder | $58 | $6,559-99.1% | $5,028-98.8% | $12,624-99.5% |