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 | $12,113 | $105,126-88.5% | $94,646-87.2% | $139,434-91.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 51.27% | 38.03%+13.2pp | 156.71%-105.4pp | 372.94%-321.7pp |
| Employer contribution / active EE | $5,168 | $4,106+25.9% | $3,672+40.7% | $4,751+8.8% |
| Participant deferral / active EE | $7,429 | $7,599-2.2% | $7,418+0.1% | $6,710+10.7% |
| Admin fee / account holder | $11 | $8,984-99.9% | $7,231-99.9% | $11,403-99.9% |