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 | $59,897 | $214,378-72.1% | $200,582-70.1% | $142,382-57.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.34% | 46.41%-23.1pp | 42.33%-19.0pp | 217.08%-193.7pp |
| Employer contribution / active EE | $8,765 | $6,841+28.1% | $6,419+36.5% | $4,299+103.9% |
| Participant deferral / active EE | $15,612 | $9,865+58.3% | $9,331+67.3% | $6,507+139.9% |
| Admin fee / account holder | $52 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |