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 | $78,776 | $67,823+16.1% | $52,425+50.3% | $137,256-42.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 18.29% | 219.11%-200.8pp | 302.12%-283.8pp | 220.34%-202.1pp |
| Employer contribution / active EE | $14,500 | $1,163+1146.8% | $914+1486.1% | $4,156+248.9% |
| Participant deferral / active EE | $9,781 | $2,288+327.5% | $1,790+446.3% | $6,407+52.7% |
| Admin fee / account holder | $29 | $2,844-99.0% | $2,495-98.8% | $12,270-99.8% |