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 | $50,199 | $148,534-66.2% | $135,903-63.1% | $139,434-64.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.84% | 79.19%-59.3pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $8,267 | $5,243+57.7% | $4,856+70.2% | $4,751+74.0% |
| Participant deferral / active EE | $14,196 | $8,100+75.3% | $7,758+83.0% | $6,710+111.6% |
| Admin fee / account holder | $16 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |