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 | $58,619 | $175,202-66.5% | $149,673-60.8% | $139,434-58.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 131.47% | 166.71%-35.2pp | 134.42%-2.9pp | 372.94%-241.5pp |
| Employer contribution / active EE | $8,925 | $5,474+63.0% | $4,818+85.3% | $4,751+87.9% |
| Participant deferral / active EE | $4,320 | $6,519-33.7% | $5,680-23.9% | $6,710-35.6% |
| Admin fee / account holder | $150 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |