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 | $64,067 | $114,381-44.0% | $107,525-40.4% | $142,382-55.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.88% | 242.71%-219.8pp | 181.32%-158.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $4,368 | $4,015+8.8% | $3,754+16.4% | $4,299+1.6% |
| Participant deferral / active EE | $15,820 | $5,564+184.3% | $5,116+209.2% | $6,507+143.1% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |