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 | $55,139 | $159,934-65.5% | $147,005-62.5% | $145,959-62.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.87% | 98.24%-85.4pp | 418.76%-405.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $6,831 | $5,287+29.2% | $4,934+38.4% | $4,661+46.6% |
| Participant deferral / active EE | $8,893 | $8,427+5.5% | $8,070+10.2% | $6,689+33.0% |
| Admin fee / account holder | $239 | $15,053-98.4% | $13,006-98.2% | $13,398-98.2% |