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 | $23,738 | $148,534-84.0% | $135,903-82.5% | $139,434-83.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.76% | 79.19%-44.4pp | 68.23%-33.5pp | 372.94%-338.2pp |
| Employer contribution / active EE | $9,751 | $5,243+86.0% | $4,856+100.8% | $4,751+105.3% |
| Participant deferral / active EE | $13,745 | $8,100+69.7% | $7,758+77.2% | $6,710+104.8% |
| Admin fee / account holder | $74 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |