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 | $84,357 | $214,378-60.7% | $200,582-57.9% | $142,382-40.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 58.52% | 46.41%+12.1pp | 42.33%+16.2pp | 217.08%-158.6pp |
| Employer contribution / active EE | $36,776 | $6,841+437.6% | $6,419+472.9% | $4,299+755.4% |
| Participant deferral / active EE | $13,837 | $9,865+40.3% | $9,331+48.3% | $6,507+112.6% |
| Admin fee / account holder | $155 | $17,692-99.1% | $16,305-99.0% | $12,624-98.8% |