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 | $50,378 | $159,602-68.4% | $150,045-66.4% | $142,382-64.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 42.41% | 70.24%-27.8pp | 62.55%-20.1pp | 217.08%-174.7pp |
| Employer contribution / active EE | $9,643 | $4,961+94.4% | $4,693+105.5% | $4,299+124.3% |
| Participant deferral / active EE | $18,467 | $8,310+122.2% | $7,997+130.9% | $6,507+183.8% |
| Admin fee / account holder | $99 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |