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 | $35,878 | $124,425-71.2% | $112,040-68.0% | $137,256-73.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 27.92% | 24.72%+3.2pp | 24.52%+3.4pp | 220.34%-192.4pp |
| Employer contribution / active EE | $3,743 | $3,411+9.7% | $2,954+26.7% | $4,156-9.9% |
| Participant deferral / active EE | $14,690 | $5,718+156.9% | $5,098+188.2% | $6,407+129.3% |
| Admin fee / account holder | $63 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |