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 | $88,207 | $109,982-19.8% | $97,226-9.3% | $145,922-39.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 22.48% | 242.90%-220.4pp | 75.13%-52.7pp | 561.29%-538.8pp |
| Employer contribution / active EE | $16,515 | $3,084+435.5% | $2,729+505.2% | $4,660+254.4% |
| Participant deferral / active EE | $23,000 | $4,676+391.9% | $4,264+439.4% | $6,688+243.9% |
| Admin fee / account holder | $110 | $6,221-98.2% | $5,654-98.1% | $13,397-99.2% |