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 | $63,723 | $154,117-58.7% | $129,995-51.0% | $139,434-54.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 27.06% | 32.48%-5.4pp | -137.18%+164.2pp | 372.94%-345.9pp |
| Employer contribution / active EE | $9,859 | $5,289+86.4% | $4,320+128.2% | $4,751+107.5% |
| Participant deferral / active EE | $22,500 | $6,710+235.3% | $5,820+286.6% | $6,710+235.3% |
| Admin fee / account holder | $153 | $14,007-98.9% | $10,614-98.6% | $11,403-98.7% |