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 6-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 | $32,276 | $74,888-56.9% | $71,209-54.7% | $142,382-77.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.73% | 345.14%-322.4pp | 282.51%-259.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $3,682 | $2,854+29.0% | $2,721+35.3% | $4,299-14.4% |
| Participant deferral / active EE | $9,238 | $4,454+107.4% | $4,175+121.3% | $6,507+42.0% |
| Admin fee / account holder | $129 | $5,568-97.7% | $5,349-97.6% | $12,624-99.0% |