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 5-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 | $85,171 | $159,901-46.7% | $146,958-42.0% | $145,922-41.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.41% | 98.13%-63.7pp | 418.34%-383.9pp | 561.29%-526.9pp |
| Employer contribution / active EE | $31,580 | $5,286+497.4% | $4,933+540.2% | $4,660+577.7% |
| Participant deferral / active EE | $16,193 | $8,428+92.1% | $8,070+100.7% | $6,688+142.1% |
| Admin fee / account holder | $70 | $15,044-99.5% | $12,998-99.5% | $13,397-99.5% |