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 | $47,191 | $175,202-73.1% | $149,673-68.5% | $139,434-66.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.55% | 166.71%-144.2pp | 134.42%-111.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $8,344 | $5,474+52.4% | $4,818+73.2% | $4,751+75.6% |
| Participant deferral / active EE | $8,144 | $6,519+24.9% | $5,680+43.4% | $6,710+21.4% |
| Admin fee / account holder | $7 | $16,150-100.0% | $13,210-99.9% | $11,403-99.9% |