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 | $29,819 | $72,071-58.6% | $68,368-56.4% | $137,256-78.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.87% | 353.14%-335.3pp | 292.57%-274.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,160 | $2,788+13.4% | $2,649+19.3% | $4,156-24.0% |
| Participant deferral / active EE | $14,980 | $4,410+239.7% | $4,123+263.4% | $6,407+133.8% |
| Admin fee / account holder | $92 | $5,336-98.3% | $5,150-98.2% | $12,270-99.2% |