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 | $55,547 | $177,572-68.7% | $154,803-64.1% | $142,382-61.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.87% | 65.07%-41.2pp | 58.88%-35.0pp | 217.08%-193.2pp |
| Employer contribution / active EE | $7,820 | $4,810+62.6% | $4,305+81.6% | $4,299+81.9% |
| Participant deferral / active EE | $8,765 | $6,272+39.8% | $5,540+58.2% | $6,507+34.7% |
| Admin fee / account holder | $108 | $16,786-99.4% | $14,329-99.2% | $12,624-99.1% |