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 | $47,356 | $183,519-74.2% | $155,509-69.5% | $145,922-67.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.96% | 61.17%-38.2pp | 64.67%-41.7pp | 561.29%-538.3pp |
| Employer contribution / active EE | $6,630 | $5,313+24.8% | $4,672+41.9% | $4,660+42.3% |
| Participant deferral / active EE | $12,000 | $6,462+85.7% | $5,626+113.3% | $6,688+79.4% |
| Admin fee / account holder | $17 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |