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 | $30,178 | $154,365-80.5% | $130,231-76.8% | $139,434-78.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 241.28% | 30.34%+210.9pp | 38.77%+202.5pp | 372.94%-131.7pp |
| Employer contribution / active EE | $1,310 | $5,170-74.7% | $4,126-68.3% | $4,751-72.4% |
| Participant deferral / active EE | $4,007 | $8,498-52.9% | $6,799-41.1% | $6,710-40.3% |
| Admin fee / account holder | $89 | $9,214-99.0% | $6,020-98.5% | $11,403-99.2% |