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 | $36,011 | $95,561-62.3% | $77,163-53.3% | $139,434-74.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.54% | 54.92%-40.4pp | 37.87%-23.3pp | 372.94%-358.4pp |
| Employer contribution / active EE | $19,465 | $3,147+518.4% | $2,535+667.9% | $4,751+309.7% |
| Participant deferral / active EE | $8,568 | $4,624+85.3% | $3,833+123.5% | $6,710+27.7% |
| Admin fee / account holder | $268 | $8,295-96.8% | $5,472-95.1% | $11,403-97.6% |