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 | $32,037 | $99,877-67.9% | $84,966-62.3% | $145,922-78.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.38% | 83.76%-65.4pp | 66.38%-48.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $12,029 | $3,231+272.3% | $2,727+341.1% | $4,660+158.2% |
| Participant deferral / active EE | $6,636 | $5,291+25.4% | $4,519+46.8% | $6,688-0.8% |
| Admin fee / account holder | $103 | $7,248-98.6% | $6,149-98.3% | $13,397-99.2% |