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 | $29,644 | $104,974-71.8% | $95,585-69.0% | $142,382-79.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 29.15% | 210.33%-181.2pp | 38.56%-9.4pp | 217.08%-187.9pp |
| Employer contribution / active EE | $4,901 | $2,779+76.4% | $2,527+94.0% | $4,299+14.0% |
| Participant deferral / active EE | $12,251 | $4,352+181.5% | $4,023+204.5% | $6,507+88.3% |
| Admin fee / account holder | $62 | $6,386-99.0% | $6,127-99.0% | $12,624-99.5% |