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 6-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 | $45,686 | $209,832-78.2% | $189,513-75.9% | $167,490-72.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.52% | 748.27%-725.8pp | 555.15%-532.6pp | 478.56%-456.0pp |
| Employer contribution / active EE | $6,743 | $6,914-2.5% | $6,162+9.4% | $4,837+39.4% |
| Participant deferral / active EE | $14,846 | $8,935+66.2% | $8,221+80.6% | $6,341+134.1% |
| Admin fee / account holder | $26 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |