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 | $60,510 | $159,901-62.2% | $146,958-58.8% | $145,922-58.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 67.91% | 98.13%-30.2pp | 418.34%-350.4pp | 561.29%-493.4pp |
| Employer contribution / active EE | $7,290 | $5,286+37.9% | $4,933+47.8% | $4,660+56.5% |
| Participant deferral / active EE | $9,754 | $8,428+15.7% | $8,070+20.9% | $6,688+45.9% |
| Admin fee / account holder | $81 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |