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 | $73,256 | $100,773-27.3% | $88,946-17.6% | $142,382-48.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.98% | 70.18%-50.2pp | 57.82%-37.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $11,342 | $2,918+288.7% | $2,555+343.9% | $4,299+163.8% |
| Participant deferral / active EE | $9,053 | $5,230+73.1% | $4,581+97.6% | $6,507+39.1% |
| Admin fee / account holder | $105 | $9,693-98.9% | $8,261-98.7% | $12,624-99.2% |