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 | $69,863 | $159,901-56.3% | $146,958-52.5% | $145,922-52.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.96% | 98.13%-77.2pp | 418.34%-397.4pp | 561.29%-540.3pp |
| Employer contribution / active EE | $20,347 | $5,286+284.9% | $4,933+312.5% | $4,660+336.7% |
| Participant deferral / active EE | $15,962 | $8,428+89.4% | $8,070+97.8% | $6,688+138.7% |
| Admin fee / account holder | $88 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |