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 | $238,490-55.4% | $180,183-41.0% | $142,382-25.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 53.73% | 33.56%+20.2pp | 27.86%+25.9pp | 217.08%-163.3pp |
| Employer contribution / active EE | $10,288 | $6,143+67.5% | $5,039+104.2% | $4,299+139.3% |
| Participant deferral / active EE | $25,043 | $7,996+213.2% | $6,822+267.1% | $6,507+284.9% |
| Admin fee / account holder | $162 | $28,866-99.4% | $19,975-99.2% | $12,624-98.7% |