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 8-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 | $62,400 | $755,339-91.7% | $379,746-83.6% | $158,922-60.7% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 29.80% | 53.41%-23.6pp | 34.90%-5.1pp | 302.83%-273.0pp |
| Employer contribution / active EE | $6,219 | $4,685+32.7% | $3,540+75.7% | $4,761+30.6% |
| Participant deferral / active EE | $15,727 | $7,938+98.1% | $6,024+161.1% | $5,982+162.9% |
| Admin fee / account holder | $12 | $14,482-99.9% | $7,927-99.9% | $11,246-99.9% |