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 | $57,285 | $158,398-63.8% | $126,539-54.7% | $142,382-59.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 25.43% | 593.76%-568.3pp | 425.95%-400.5pp | 217.08%-191.6pp |
| Employer contribution / active EE | $8,616 | $4,650+85.3% | $3,674+134.5% | $4,299+100.4% |
| Participant deferral / active EE | $13,152 | $4,767+175.9% | $4,083+222.1% | $6,507+102.1% |
| Admin fee / account holder | $118 | $6,918-98.3% | $6,065-98.1% | $12,624-99.1% |