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 | $29,514 | $183,592-83.9% | $155,567-81.0% | $145,959-79.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.12% | 61.24%-51.1pp | 64.74%-54.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $6,658 | $5,315+25.3% | $4,674+42.4% | $4,661+42.9% |
| Participant deferral / active EE | $11,250 | $6,464+74.0% | $5,628+99.9% | $6,689+68.2% |
| Admin fee / account holder | $100 | $19,318-99.5% | $15,916-99.4% | $13,398-99.3% |