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 3-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 | $49,788 | $100,970-50.7% | $96,576-48.4% | $137,256-63.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 101.56% | 38.16%+63.4pp | 38.47%+63.1pp | 220.34%-118.8pp |
| Employer contribution / active EE | $21,000 | $3,809+451.3% | $3,553+491.0% | $4,156+405.3% |
| Participant deferral / active EE | $23,500 | $8,286+183.6% | $7,956+195.4% | $6,407+266.8% |
| Admin fee / account holder | $107 | $11,312-99.1% | $11,381-99.1% | $12,270-99.1% |