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 | $43,208 | $114,381-62.2% | $107,525-59.8% | $142,382-69.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.91% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,574 | $4,015+13.9% | $3,754+21.9% | $4,299+6.4% |
| Participant deferral / active EE | $9,910 | $5,564+78.1% | $5,116+93.7% | $6,507+52.3% |
| Admin fee / account holder | $260 | $9,860-97.4% | $8,919-97.1% | $12,624-97.9% |