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 7-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 | $61,511 | $197,591-68.9% | $177,821-65.4% | $158,922-61.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 33.17% | 58.76%-25.6pp | 48.32%-15.1pp | 302.83%-269.7pp |
| Employer contribution / active EE | $10,673 | $6,697+59.4% | $5,918+80.3% | $4,761+124.2% |
| Participant deferral / active EE | $13,217 | $8,405+57.2% | $7,714+71.3% | $5,982+120.9% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |