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 | $39,862 | $124,425-68.0% | $112,040-64.4% | $137,256-71.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.72% | 24.72%-3.0pp | 24.52%-2.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $5,848 | $3,411+71.4% | $2,954+98.0% | $4,156+40.7% |
| Participant deferral / active EE | $11,502 | $5,718+101.1% | $5,098+125.6% | $6,407+79.5% |
| Admin fee / account holder | $294 | $15,207-98.1% | $12,098-97.6% | $12,270-97.6% |