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 | $52,664 | $148,534-64.5% | $135,903-61.2% | $139,434-62.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 126.20% | 79.19%+47.0pp | 68.23%+58.0pp | 372.94%-246.7pp |
| Employer contribution / active EE | $10,845 | $5,243+106.8% | $4,856+123.3% | $4,751+128.3% |
| Participant deferral / active EE | $36,441 | $8,100+349.9% | $7,758+369.7% | $6,710+443.1% |
| Admin fee / account holder | $49 | $12,400-99.6% | $10,762-99.5% | $11,403-99.6% |