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 | $117,631 | $210,648-44.2% | $177,989-33.9% | $145,922-19.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 26.64% | 385.86%-359.2pp | 294.48%-267.8pp | 561.29%-534.6pp |
| Employer contribution / active EE | $3,087 | $4,565-32.4% | $3,949-21.8% | $4,660-33.7% |
| Participant deferral / active EE | $8,100 | $6,958+16.4% | $6,276+29.1% | $6,688+21.1% |
| Admin fee / account holder | $38 | $12,013-99.7% | $10,363-99.6% | $13,397-99.7% |