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 | $67,339 | $99,020-32.0% | $86,590-22.2% | $147,584-54.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.61% | 1312.34%-1294.7pp | 964.84%-947.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $8,284 | $3,132+164.5% | $2,839+191.8% | $4,876+69.9% |
| Participant deferral / active EE | $7,104 | $3,972+78.8% | $3,609+96.9% | $5,439+30.6% |
| Admin fee / account holder | $193 | $5,710-96.6% | $4,906-96.1% | $10,885-98.2% |