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 | $42,892 | $169,032-74.6% | $129,207-66.8% | $145,922-70.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.23% | 14330.11%-14316.9pp | 9417.33%-9404.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $3,300 | $5,537-40.4% | $4,153-20.5% | $4,660-29.2% |
| Participant deferral / active EE | $12,711 | $4,987+154.9% | $4,168+205.0% | $6,688+90.1% |
| Admin fee / account holder | $28 | $9,954-99.7% | $7,715-99.6% | $13,397-99.8% |