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 | $66,352 | $95,561-30.6% | $77,163-14.0% | $139,434-52.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.32% | 54.92%-39.6pp | 37.87%-22.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $4,773 | $3,147+51.6% | $2,535+88.3% | $4,751+0.5% |
| Participant deferral / active EE | $9,488 | $4,624+105.2% | $3,833+147.5% | $6,710+41.4% |
| Admin fee / account holder | $18 | $8,295-99.8% | $5,472-99.7% | $11,403-99.8% |