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 | $108,919-61.2% | $100,391-57.9% | $145,922-71.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 26.19% | 57.88%-31.7pp | 49.20%-23.0pp | 561.29%-535.1pp |
| Employer contribution / active EE | $12,044 | $4,419+172.5% | $3,942+205.5% | $4,660+158.5% |
| Participant deferral / active EE | $11,072 | $8,445+31.1% | $8,082+37.0% | $6,688+65.6% |
| Admin fee / account holder | $42 | $9,689-99.6% | $7,899-99.5% | $13,397-99.7% |