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 4-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 | $28,783 | $117,983-75.6% | $101,794-71.7% | $142,382-79.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 23.79% | 36.92%-13.1pp | 30.53%-6.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $3,497 | $2,773+26.1% | $2,289+52.8% | $4,299-18.7% |
| Participant deferral / active EE | $5,828 | $4,714+23.6% | $4,084+42.7% | $6,507-10.4% |
| Admin fee / account holder | $34 | $10,433-99.7% | $8,777-99.6% | $12,624-99.7% |