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 | $55,734 | $173,345-67.8% | $136,007-59.0% | $145,922-61.8% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.29% | 1163.32%-1148.0pp | 579.32%-564.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $8,280 | $5,278+56.9% | $4,217+96.4% | $4,660+77.7% |
| Participant deferral / active EE | $13,483 | $8,699+55.0% | $7,025+91.9% | $6,688+101.6% |
| Admin fee / account holder | $69 | $9,954-99.3% | $6,858-99.0% | $13,397-99.5% |