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 | $62,869 | $214,378-70.7% | $200,582-68.7% | $142,382-55.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.08% | 46.41%-27.3pp | 42.33%-23.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $10,180 | $6,841+48.8% | $6,419+58.6% | $4,299+136.8% |
| Participant deferral / active EE | $8,557 | $9,865-13.3% | $9,331-8.3% | $6,507+31.5% |
| Admin fee / account holder | $61 | $17,692-99.7% | $16,305-99.6% | $12,624-99.5% |