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 | $71,939 | $159,901-55.0% | $146,958-51.0% | $145,922-50.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.93% | 98.13%-82.2pp | 418.34%-402.4pp | 561.29%-545.4pp |
| Employer contribution / active EE | $6,305 | $5,286+19.3% | $4,933+27.8% | $4,660+35.3% |
| Participant deferral / active EE | $17,716 | $8,428+110.2% | $8,070+119.5% | $6,688+164.9% |
| Admin fee / account holder | $145 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |