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 | $42,261 | $108,912-61.2% | $100,383-57.9% | $145,959-71.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 26.19% | 57.96%-31.8pp | 49.26%-23.1pp | 561.95%-535.8pp |
| Employer contribution / active EE | $12,044 | $4,423+172.3% | $3,944+205.4% | $4,661+158.4% |
| Participant deferral / active EE | $11,072 | $8,451+31.0% | $8,086+36.9% | $6,689+65.5% |
| Admin fee / account holder | $42 | $9,690-99.6% | $7,900-99.5% | $13,398-99.7% |