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 | $121,141 | $58,208+108.1% | $81,812+48.1% | $80,856+49.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 15.25% | 41.66%-26.4pp | 773.79%-758.5pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,756 | $2,340-25.0% | $2,912-39.7% | $2,755-36.3% |
| Participant deferral / active EE | $6,416 | $3,281+95.5% | $4,319+48.6% | $4,296+49.3% |
| Admin fee / account holder | $34 | $4,981-99.3% | $7,386-99.5% | $6,918-99.5% |