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 4-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 | $71,804 | $111,535-35.6% | $105,223-31.8% | $137,256-47.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 33.62% | 237.85%-204.2pp | 180.65%-147.0pp | 220.34%-186.7pp |
| Employer contribution / active EE | $13,129 | $3,939+233.3% | $3,689+255.9% | $4,156+215.9% |
| Participant deferral / active EE | $3,200 | $5,500-41.8% | $5,072-36.9% | $6,407-50.1% |
| Admin fee / account holder | $270 | $9,721-97.2% | $8,859-96.9% | $12,270-97.8% |