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 | $37,561 | $183,519-79.5% | $155,509-75.8% | $145,922-74.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 192.27% | 61.17%+131.1pp | 64.67%+127.6pp | 561.29%-369.0pp |
| Employer contribution / active EE | $14,252 | $5,313+168.3% | $4,672+205.0% | $4,660+205.9% |
| Participant deferral / active EE | $13,430 | $6,462+107.8% | $5,626+138.7% | $6,688+100.8% |
| Admin fee / account holder | $20 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |