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 | $24,199 | $175,202-86.2% | $149,673-83.8% | $139,434-82.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.45% | 166.71%-140.3pp | 134.42%-108.0pp | 372.94%-346.5pp |
| Employer contribution / active EE | $8,672 | $5,474+58.4% | $4,818+80.0% | $4,751+82.5% |
| Participant deferral / active EE | $8,657 | $6,519+32.8% | $5,680+52.4% | $6,710+29.0% |
| Admin fee / account holder | $235 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |