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 | $29,782 | $97,125-69.3% | $86,233-65.5% | $137,256-78.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.16% | 74.19%-52.0pp | 61.39%-39.2pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,174 | $2,841-58.7% | $2,504-53.1% | $4,156-71.8% |
| Participant deferral / active EE | $3,276 | $5,180-36.8% | $4,559-28.2% | $6,407-48.9% |
| Admin fee / account holder | $62 | $9,725-99.4% | $8,342-99.3% | $12,270-99.5% |