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 7-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 | $50,735 | $217,402-76.7% | $185,823-72.7% | $167,490-69.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.99% | 148.36%-124.4pp | 122.05%-98.1pp | 478.56%-454.6pp |
| Employer contribution / active EE | $14,795 | $5,873+151.9% | $5,167+186.3% | $4,837+205.8% |
| Participant deferral / active EE | $7,667 | $6,356+20.6% | $5,568+37.7% | $6,341+20.9% |
| Admin fee / account holder | $105 | $19,811-99.5% | $16,237-99.4% | $12,309-99.1% |