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 6-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 | $64,647 | $159,901-59.6% | $146,958-56.0% | $145,922-55.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.96% | 98.13%-70.2pp | 418.34%-390.4pp | 561.29%-533.3pp |
| Employer contribution / active EE | $4,670 | $5,286-11.7% | $4,933-5.3% | $4,660+0.2% |
| Participant deferral / active EE | $15,305 | $8,428+81.6% | $8,070+89.6% | $6,688+128.8% |
| Admin fee / account holder | $43 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |