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 | $60,854 | $100,773-39.6% | $88,946-31.6% | $142,382-57.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.36% | 70.18%-48.8pp | 57.82%-36.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $5,251 | $2,918+80.0% | $2,555+105.5% | $4,299+22.1% |
| Participant deferral / active EE | $16,158 | $5,230+208.9% | $4,581+252.7% | $6,507+148.3% |
| Admin fee / account holder | $67 | $9,693-99.3% | $8,261-99.2% | $12,624-99.5% |