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 | $25,152 | $27,915-9.9% | $58,482-57.0% | $75,163-66.5% |
| Participation rate | 97.1% | 38.8%+58.3pp | 50.9%+46.3pp | 67.2%+30.0pp |
| Annual return | 30.26% | 44.20%-13.9pp | 4239.32%-4209.1pp | 160.62%-130.4pp |
| Employer contribution / active EE | $6,057 | $669+805.4% | $1,053+475.1% | $2,670+126.9% |
| Participant deferral / active EE | $10,697 | $1,201+790.5% | $1,924+456.0% | $4,125+159.3% |
| Admin fee / account holder | $239 | $1,726-86.1% | $2,516-90.5% | $5,651-95.8% |