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 | $74,888-57.2% | $71,209-55.0% | $142,382-77.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 32.89% | 345.14%-312.2pp | 282.51%-249.6pp | 217.08%-184.2pp |
| Employer contribution / active EE | $3,462 | $2,854+21.3% | $2,721+27.2% | $4,299-19.5% |
| Participant deferral / active EE | $18,963 | $4,454+325.7% | $4,175+354.2% | $6,507+191.4% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |