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 5-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 | $81,527 | $159,901-49.0% | $146,958-44.5% | $145,922-44.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 41.73% | 98.13%-56.4pp | 418.34%-376.6pp | 561.29%-519.6pp |
| Employer contribution / active EE | $4,243 | $5,286-19.7% | $4,933-14.0% | $4,660-9.0% |
| Participant deferral / active EE | $10,473 | $8,428+24.3% | $8,070+29.8% | $6,688+56.6% |
| Admin fee / account holder | $298 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |