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 | $32,244 | $133,922-75.9% | $116,228-72.3% | $142,382-77.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 199.01% | 147.76%+51.3pp | 90.06%+109.0pp | 217.08%-18.1pp |
| Employer contribution / active EE | $5,874 | $3,446+70.5% | $2,994+96.2% | $4,299+36.6% |
| Participant deferral / active EE | $12,760 | $5,672+125.0% | $4,953+157.6% | $6,507+96.1% |
| Admin fee / account holder | $25 | $14,945-99.8% | $11,989-99.8% | $12,624-99.8% |