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 | $55,109 | $105,126-47.6% | $94,646-41.8% | $139,434-60.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.73% | 38.03%-15.3pp | 156.71%-134.0pp | 372.94%-350.2pp |
| Employer contribution / active EE | $5,895 | $4,106+43.6% | $3,672+60.5% | $4,751+24.1% |
| Participant deferral / active EE | $11,932 | $7,599+57.0% | $7,418+60.9% | $6,710+77.8% |
| Admin fee / account holder | $109 | $8,984-98.8% | $7,231-98.5% | $11,403-99.0% |