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 | $63,997 | $133,922-52.2% | $116,228-44.9% | $142,382-55.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.96% | 147.76%-128.8pp | 90.06%-71.1pp | 217.08%-198.1pp |
| Employer contribution / active EE | $7,877 | $3,446+128.6% | $2,994+163.1% | $4,299+83.2% |
| Participant deferral / active EE | $21,956 | $5,672+287.1% | $4,953+343.3% | $6,507+237.4% |
| Admin fee / account holder | $162 | $14,945-98.9% | $11,989-98.6% | $12,624-98.7% |