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 | $74,786 | $70,606+5.9% | $53,898+38.8% | $142,382-47.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.04% | 619.81%-599.8pp | 528.60%-508.6pp | 217.08%-197.0pp |
| Employer contribution / active EE | $4,374 | $1,202+263.8% | $932+369.3% | $4,299+1.7% |
| Participant deferral / active EE | $6,617 | $2,364+179.9% | $1,826+262.3% | $6,507+1.7% |
| Admin fee / account holder | $77 | $2,852-97.3% | $2,491-96.9% | $12,624-99.4% |