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 | $124,425-53.3% | $112,040-48.1% | $137,256-57.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 57.61% | 24.72%+32.9pp | 24.52%+33.1pp | 220.34%-162.7pp |
| Employer contribution / active EE | $15,107 | $3,411+342.8% | $2,954+411.4% | $4,156+263.5% |
| Participant deferral / active EE | $11,439 | $5,718+100.0% | $5,098+124.4% | $6,407+78.5% |
| Admin fee / account holder | $53 | $15,207-99.6% | $12,098-99.6% | $12,270-99.6% |