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 | $28,939 | $88,751-67.4% | $81,812-64.6% | $145,922-80.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 35.79% | 1025.40%-989.6pp | 773.79%-738.0pp | 561.29%-525.5pp |
| Employer contribution / active EE | $3,560 | $3,083+15.5% | $2,912+22.3% | $4,660-23.6% |
| Participant deferral / active EE | $14,057 | $4,643+202.8% | $4,319+225.5% | $6,688+110.2% |
| Admin fee / account holder | $44 | $8,415-99.5% | $7,386-99.4% | $13,397-99.7% |