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 | $37,491 | $118,427-68.3% | $66,042-43.2% | $142,382-73.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 26.64% | 35.57%-8.9pp | 52.11%-25.5pp | 217.08%-190.4pp |
| Employer contribution / active EE | $1,863 | $2,570-27.5% | $1,579+18.0% | $4,299-56.7% |
| Participant deferral / active EE | $6,708 | $4,311+55.6% | $2,835+136.6% | $6,507+3.1% |
| Admin fee / account holder | $66 | $9,593-99.3% | $5,747-98.9% | $12,624-99.5% |