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 | $46,736 | $148,534-68.5% | $135,903-65.6% | $139,434-66.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.09% | 79.19%-56.1pp | 68.23%-45.1pp | 372.94%-349.9pp |
| Employer contribution / active EE | $1,817 | $5,243-65.3% | $4,856-62.6% | $4,751-61.8% |
| Participant deferral / active EE | $10,389 | $8,100+28.3% | $7,758+33.9% | $6,710+54.8% |
| Admin fee / account holder | $80 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |