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 | $95,824 | $159,901-40.1% | $146,958-34.8% | $145,922-34.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.28% | 98.13%-74.9pp | 418.34%-395.1pp | 561.29%-538.0pp |
| Employer contribution / active EE | $7,192 | $5,286+36.0% | $4,933+45.8% | $4,660+54.3% |
| Participant deferral / active EE | $19,302 | $8,428+129.0% | $8,070+139.2% | $6,688+188.6% |
| Admin fee / account holder | $128 | $15,044-99.2% | $12,998-99.0% | $13,397-99.0% |