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 | $60,505 | $159,602-62.1% | $150,045-59.7% | $142,382-57.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.69% | 70.24%-40.6pp | 62.55%-32.9pp | 217.08%-187.4pp |
| Employer contribution / active EE | $27,112 | $4,961+446.5% | $4,693+477.7% | $4,299+530.6% |
| Participant deferral / active EE | $23,500 | $8,310+182.8% | $7,997+193.9% | $6,507+261.1% |
| Admin fee / account holder | $127 | $14,846-99.1% | $13,435-99.1% | $12,624-99.0% |