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 | $64,589 | $159,901-59.6% | $146,958-56.0% | $145,922-55.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.68% | 98.13%-67.5pp | 418.34%-387.7pp | 561.29%-530.6pp |
| Employer contribution / active EE | $14,776 | $5,286+179.5% | $4,933+199.5% | $4,660+217.1% |
| Participant deferral / active EE | $16,345 | $8,428+93.9% | $8,070+102.5% | $6,688+144.4% |
| Admin fee / account holder | $26 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |