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 | $56,929 | $159,901-64.4% | $146,958-61.3% | $145,922-61.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.93% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $6,009 | $5,286+13.7% | $4,933+21.8% | $4,660+29.0% |
| Participant deferral / active EE | $16,909 | $8,428+100.6% | $8,070+109.5% | $6,688+152.8% |
| Admin fee / account holder | $236 | $15,044-98.4% | $12,998-98.2% | $13,397-98.2% |