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 | $44,016 | $154,117-71.4% | $129,995-66.1% | $139,434-68.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 50.09% | 32.48%+17.6pp | -137.18%+187.3pp | 372.94%-322.9pp |
| Employer contribution / active EE | $3,834 | $5,289-27.5% | $4,320-11.3% | $4,751-19.3% |
| Participant deferral / active EE | $20,750 | $6,710+209.2% | $5,820+256.5% | $6,710+209.2% |
| Admin fee / account holder | $173 | $14,007-98.8% | $10,614-98.4% | $11,403-98.5% |