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 3-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 | $72,952 | $201,259-63.8% | $184,200-60.4% | $145,959-50.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.23% | 28.98%-10.7pp | 28.80%-10.6pp | 561.95%-543.7pp |
| Employer contribution / active EE | $12,469 | $7,018+77.7% | $6,424+94.1% | $4,661+167.5% |
| Participant deferral / active EE | $12,989 | $9,806+32.5% | $9,132+42.2% | $6,689+94.2% |
| Admin fee / account holder | $19 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |