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 6-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 | $76,741 | $59,107+29.8% | $86,436-11.2% | $68,494+12.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 136.94% | -0.23%+137.2pp | 4394.89%-4258.0pp | -7.84%+144.8pp |
| Employer contribution / active EE | $10,195 | $2,519+304.8% | $3,769+170.5% | $2,596+292.7% |
| Participant deferral / active EE | $13,313 | $5,901+125.6% | $6,952+91.5% | $4,027+230.6% |
| Admin fee / account holder | $24 | $5,637-99.6% | $6,731-99.6% | $5,403-99.6% |