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 | $76,387 | $159,901-52.2% | $146,958-48.0% | $145,922-47.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.95% | 98.13%-76.2pp | 418.34%-396.4pp | 561.29%-539.3pp |
| Employer contribution / active EE | $13,072 | $5,286+147.3% | $4,933+165.0% | $4,660+180.5% |
| Participant deferral / active EE | $15,693 | $8,428+86.2% | $8,070+94.5% | $6,688+134.7% |
| Admin fee / account holder | $100 | $15,044-99.3% | $12,998-99.2% | $13,397-99.3% |