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 | $38,343 | $127,065-69.8% | $113,168-66.1% | $142,382-73.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 33.12% | 24.03%+9.1pp | 24.27%+8.9pp | 217.08%-184.0pp |
| Employer contribution / active EE | $3,970 | $3,442+15.3% | $2,975+33.4% | $4,299-7.7% |
| Participant deferral / active EE | $17,243 | $5,716+201.6% | $5,107+237.6% | $6,507+165.0% |
| Admin fee / account holder | $180 | $15,736-98.9% | $12,068-98.5% | $12,624-98.6% |