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 | $33,411 | $175,202-80.9% | $149,673-77.7% | $139,434-76.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 36.49% | 166.71%-130.2pp | 134.42%-97.9pp | 372.94%-336.5pp |
| Employer contribution / active EE | $6,040 | $5,474+10.3% | $4,818+25.4% | $4,751+27.1% |
| Participant deferral / active EE | $11,494 | $6,519+76.3% | $5,680+102.4% | $6,710+71.3% |
| Admin fee / account holder | $35 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |