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 3-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 | $72,482 | $177,572-59.2% | $154,803-53.2% | $142,382-49.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.10% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $10,301 | $4,810+114.1% | $4,305+139.3% | $4,299+139.6% |
| Participant deferral / active EE | $9,195 | $6,272+46.6% | $5,540+66.0% | $6,507+41.3% |
| Admin fee / account holder | $18 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |