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 | $37,193 | $201,272-81.5% | $184,203-79.8% | $145,922-74.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.45% | 29.00%-10.6pp | 28.81%-10.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $4,640 | $7,022-33.9% | $6,427-27.8% | $4,660-0.4% |
| Participant deferral / active EE | $17,061 | $9,806+74.0% | $9,131+86.8% | $6,688+155.1% |
| Admin fee / account holder | $286 | $16,364-98.2% | $13,901-97.9% | $13,397-97.9% |