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 | $38,415 | $72,071-46.7% | $68,368-43.8% | $137,256-72.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 27.76% | 353.14%-325.4pp | 292.57%-264.8pp | 220.34%-192.6pp |
| Employer contribution / active EE | $4,195 | $2,788+50.5% | $2,649+58.3% | $4,156+0.9% |
| Participant deferral / active EE | $13,462 | $4,410+205.3% | $4,123+226.5% | $6,407+110.1% |
| Admin fee / account holder | $182 | $5,336-96.6% | $5,150-96.5% | $12,270-98.5% |