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 | $28,259 | $100,773-72.0% | $88,946-68.2% | $142,382-80.2% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 32.67% | 70.18%-37.5pp | 57.82%-25.2pp | 217.08%-184.4pp |
| Employer contribution / active EE | $3,965 | $2,918+35.9% | $2,555+55.2% | $4,299-7.8% |
| Participant deferral / active EE | $8,712 | $5,230+66.6% | $4,581+90.2% | $6,507+33.9% |
| Admin fee / account holder | $206 | $9,693-97.9% | $8,261-97.5% | $12,624-98.4% |