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 | $34,024 | $149,734-77.3% | $118,925-71.4% | $158,922-78.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 142.91% | 19.95%+123.0pp | 35.88%+107.0pp | 302.83%-159.9pp |
| Employer contribution / active EE | $11,820 | $4,115+187.2% | $3,263+262.3% | $4,761+148.3% |
| Participant deferral / active EE | $10,511 | $5,223+101.2% | $4,265+146.4% | $5,982+75.7% |
| Admin fee / account holder | $20 | $8,603-99.8% | $6,581-99.7% | $11,246-99.8% |