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 | $28,560 | $148,534-80.8% | $135,903-79.0% | $139,434-79.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 58.51% | 79.19%-20.7pp | 68.23%-9.7pp | 372.94%-314.4pp |
| Employer contribution / active EE | $7,049 | $5,243+34.5% | $4,856+45.2% | $4,751+48.4% |
| Participant deferral / active EE | $10,950 | $8,100+35.2% | $7,758+41.1% | $6,710+63.2% |
| Admin fee / account holder | $97 | $12,400-99.2% | $10,762-99.1% | $11,403-99.1% |