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 | $31,554 | $109,982-71.3% | $97,226-67.5% | $145,922-78.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.97% | 242.90%-225.9pp | 75.13%-58.2pp | 561.29%-544.3pp |
| Employer contribution / active EE | $4,097 | $3,084+32.9% | $2,729+50.1% | $4,660-12.1% |
| Participant deferral / active EE | $7,836 | $4,676+67.6% | $4,264+83.8% | $6,688+17.2% |
| Admin fee / account holder | $36 | $6,221-99.4% | $5,654-99.4% | $13,397-99.7% |