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 | $43,061 | $114,381-62.4% | $107,525-60.0% | $142,382-69.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.53% | 242.71%-230.2pp | 181.32%-168.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $10,723 | $4,015+167.1% | $3,754+185.7% | $4,299+149.4% |
| Participant deferral / active EE | $8,120 | $5,564+45.9% | $5,116+58.7% | $6,507+24.8% |
| Admin fee / account holder | $43 | $9,860-99.6% | $8,919-99.5% | $12,624-99.7% |