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 4-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 | $63,892 | $117,841-45.8% | $102,423-37.6% | $145,922-56.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.26% | 31.65%-11.4pp | 29.32%-9.1pp | 561.29%-541.0pp |
| Employer contribution / active EE | $15,081 | $3,615+317.2% | $3,023+398.8% | $4,660+223.6% |
| Participant deferral / active EE | $17,319 | $5,731+202.2% | $5,053+242.7% | $6,688+159.0% |
| Admin fee / account holder | $218 | $13,326-98.4% | $9,451-97.7% | $13,397-98.4% |