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 | $106,584-53.3% | $101,326-50.9% | $142,382-65.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 101.56% | 36.93%+64.6pp | 36.82%+64.7pp | 217.08%-115.5pp |
| Employer contribution / active EE | $21,000 | $3,956+430.9% | $3,665+472.9% | $4,299+388.5% |
| Participant deferral / active EE | $23,500 | $8,297+183.2% | $7,994+194.0% | $6,507+261.1% |
| Admin fee / account holder | $107 | $11,446-99.1% | $11,185-99.0% | $12,624-99.2% |