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 | $67,493 | $72,071-6.4% | $68,368-1.3% | $137,256-50.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 18.82% | 353.14%-334.3pp | 292.57%-273.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $9,969 | $2,788+257.6% | $2,649+276.4% | $4,156+139.9% |
| Participant deferral / active EE | $7,150 | $4,410+62.1% | $4,123+73.4% | $6,407+11.6% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |