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 | $73,720 | $159,934-53.9% | $147,005-49.9% | $145,959-49.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.47% | 98.24%-86.8pp | 418.76%-407.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $6,508 | $5,287+23.1% | $4,934+31.9% | $4,661+39.6% |
| Participant deferral / active EE | $17,455 | $8,427+107.1% | $8,070+116.3% | $6,689+161.0% |
| Admin fee / account holder | $142 | $15,053-99.1% | $13,006-98.9% | $13,398-98.9% |