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 | $107,598 | $158,398-32.1% | $126,539-15.0% | $142,382-24.4% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 17.51% | 593.76%-576.2pp | 425.95%-408.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $5,856 | $4,650+25.9% | $3,674+59.4% | $4,299+36.2% |
| Participant deferral / active EE | $12,953 | $4,767+171.7% | $4,083+217.3% | $6,507+99.1% |
| Admin fee / account holder | $13 | $6,918-99.8% | $6,065-99.8% | $12,624-99.9% |