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 5-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 | $37,913 | $183,592-79.3% | $155,567-75.6% | $145,959-74.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.98% | 61.24%-50.3pp | 64.74%-53.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $6,647 | $5,315+25.1% | $4,674+42.2% | $4,661+42.6% |
| Participant deferral / active EE | $6,550 | $6,464+1.3% | $5,628+16.4% | $6,689-2.1% |
| Admin fee / account holder | $48 | $19,318-99.8% | $15,916-99.7% | $13,398-99.6% |