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 | $32,704 | $99,877-67.3% | $84,966-61.5% | $145,922-77.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.75% | 83.76%-72.0pp | 66.38%-54.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,194 | $3,231-32.1% | $2,727-19.6% | $4,660-52.9% |
| Participant deferral / active EE | $9,059 | $5,291+71.2% | $4,519+100.5% | $6,688+35.5% |
| Admin fee / account holder | $160 | $7,248-97.8% | $6,149-97.4% | $13,397-98.8% |