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 | $39,460 | $159,901-75.3% | $146,958-73.1% | $145,922-73.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 240.94% | 98.13%+142.8pp | 418.34%-177.4pp | 561.29%-320.3pp |
| Employer contribution / active EE | $4,592 | $5,286-13.1% | $4,933-6.9% | $4,660-1.5% |
| Participant deferral / active EE | $8,415 | $8,428-0.2% | $8,070+4.3% | $6,688+25.8% |
| Admin fee / account holder | $44 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |