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 | $58,109 | $127,065-54.3% | $113,168-48.7% | $142,382-59.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 57.61% | 24.03%+33.6pp | 24.27%+33.3pp | 217.08%-159.5pp |
| Employer contribution / active EE | $15,107 | $3,442+338.9% | $2,975+407.8% | $4,299+251.4% |
| Participant deferral / active EE | $11,439 | $5,716+100.1% | $5,107+124.0% | $6,507+75.8% |
| Admin fee / account holder | $53 | $15,736-99.7% | $12,068-99.6% | $12,624-99.6% |