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 3-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 | $55,153 | $90,348-39.0% | $75,972-27.4% | $145,922-62.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.58% | 620.88%-601.3pp | 359.55%-340.0pp | 561.29%-541.7pp |
| Employer contribution / active EE | $11,415 | $3,311+244.8% | $2,685+325.2% | $4,660+145.0% |
| Participant deferral / active EE | $0 | $5,162-100.0% | $4,255-100.0% | $6,688-100.0% |
| Admin fee / account holder | $242 | $8,467-97.1% | $6,467-96.3% | $13,397-98.2% |