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 | $64,441 | $90,348-28.7% | $75,972-15.2% | $145,922-55.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.99% | 620.88%-609.9pp | 359.55%-348.6pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,509 | $3,311+6.0% | $2,685+30.7% | $4,660-24.7% |
| Participant deferral / active EE | $11,376 | $5,162+120.4% | $4,255+167.3% | $6,688+70.1% |
| Admin fee / account holder | $17 | $8,467-99.8% | $6,467-99.7% | $13,397-99.9% |