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 | $31,983 | $177,572-82.0% | $154,803-79.3% | $142,382-77.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.29% | 65.07%-42.8pp | 58.88%-36.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $4,065 | $4,810-15.5% | $4,305-5.6% | $4,299-5.5% |
| Participant deferral / active EE | $10,855 | $6,272+73.1% | $5,540+95.9% | $6,507+66.8% |
| Admin fee / account holder | $63 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |