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 8-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 | $114,134 | $157,256-27.4% | $141,162-19.1% | $152,861-25.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 69.32% | 64.32%+5.0pp | 71.39%-2.1pp | 345.32%-276.0pp |
| Employer contribution / active EE | $15,169 | $5,261+188.3% | $4,735+220.4% | $4,762+218.5% |
| Participant deferral / active EE | $13,100 | $7,109+84.3% | $6,709+95.3% | $5,850+123.9% |
| Admin fee / account holder | $11 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |