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 | $28,680 | $117,983-75.7% | $101,794-71.8% | $142,382-79.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.66% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,246 | $2,773-19.0% | $2,289-1.9% | $4,299-47.7% |
| Participant deferral / active EE | $9,223 | $4,714+95.7% | $4,084+125.8% | $6,507+41.7% |
| Admin fee / account holder | $48 | $10,433-99.5% | $8,777-99.5% | $12,624-99.6% |