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 | $106,304 | $239,571-55.6% | $183,328-42.0% | $137,256-22.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 53.73% | 35.69%+18.0pp | 29.67%+24.1pp | 220.34%-166.6pp |
| Employer contribution / active EE | $10,288 | $6,148+67.4% | $5,055+103.5% | $4,156+147.6% |
| Participant deferral / active EE | $25,043 | $7,995+213.2% | $6,795+268.5% | $6,407+290.9% |
| Admin fee / account holder | $162 | $30,059-99.5% | $21,427-99.2% | $12,270-98.7% |