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 | $61,074 | $96,305-36.6% | $80,569-24.2% | $139,434-56.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.66% | 1350.08%-1332.4pp | 935.43%-917.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $24,368 | $3,262+647.0% | $2,723+794.7% | $4,751+412.9% |
| Participant deferral / active EE | $16,212 | $5,232+209.9% | $4,447+264.5% | $6,710+141.6% |
| Admin fee / account holder | $282 | $6,599-95.7% | $5,377-94.8% | $11,403-97.5% |