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 | $44,905 | $148,534-69.8% | $135,903-67.0% | $139,434-67.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.74% | 79.19%-49.5pp | 68.23%-38.5pp | 372.94%-343.2pp |
| Employer contribution / active EE | $10,031 | $5,243+91.3% | $4,856+106.6% | $4,751+111.1% |
| Participant deferral / active EE | $9,884 | $8,100+22.0% | $7,758+27.4% | $6,710+47.3% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |