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 | $30,085 | $175,202-82.8% | $149,673-79.9% | $139,434-78.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.71% | 166.71%-139.0pp | 134.42%-106.7pp | 372.94%-345.2pp |
| Employer contribution / active EE | $8,588 | $5,474+56.9% | $4,818+78.3% | $4,751+80.8% |
| Participant deferral / active EE | $7,557 | $6,519+15.9% | $5,680+33.1% | $6,710+12.6% |
| Admin fee / account holder | $87 | $16,150-99.5% | $13,210-99.3% | $11,403-99.2% |