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 4-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 | $43,137 | $126,574-65.9% | $106,213-59.4% | $145,922-70.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.23% | 224.79%-209.6pp | 116.14%-100.9pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,498 | $3,730-6.2% | $3,171+10.3% | $4,660-24.9% |
| Participant deferral / active EE | $14,905 | $5,724+160.4% | $5,016+197.2% | $6,688+122.9% |
| Admin fee / account holder | $57 | $17,304-99.7% | $11,033-99.5% | $13,397-99.6% |