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 | $32,048 | $72,071-55.5% | $68,368-53.1% | $137,256-76.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 32.89% | 353.14%-320.3pp | 292.57%-259.7pp | 220.34%-187.4pp |
| Employer contribution / active EE | $3,462 | $2,788+24.2% | $2,649+30.7% | $4,156-16.7% |
| Participant deferral / active EE | $18,963 | $4,410+330.0% | $4,123+359.9% | $6,407+196.0% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |