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 | $81,474 | $159,901-49.0% | $146,958-44.6% | $145,922-44.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 32.66% | 98.13%-65.5pp | 418.34%-385.7pp | 561.29%-528.6pp |
| Employer contribution / active EE | $7,781 | $5,286+47.2% | $4,933+57.7% | $4,660+67.0% |
| Participant deferral / active EE | $13,417 | $8,428+59.2% | $8,070+66.3% | $6,688+100.6% |
| Admin fee / account holder | $99 | $15,044-99.3% | $12,998-99.2% | $13,397-99.3% |