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 | $111,645 | $159,602-30.0% | $150,045-25.6% | $142,382-21.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 486.93% | 70.24%+416.7pp | 62.55%+424.4pp | 217.08%+269.9pp |
| Employer contribution / active EE | $6,131 | $4,961+23.6% | $4,693+30.6% | $4,299+42.6% |
| Participant deferral / active EE | $10,285 | $8,310+23.8% | $7,997+28.6% | $6,507+58.1% |
| Admin fee / account holder | $286 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |