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 | $60,185 | $201,272-70.1% | $184,203-67.3% | $145,922-58.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 103.40% | 29.00%+74.4pp | 28.81%+74.6pp | 561.29%-457.9pp |
| Employer contribution / active EE | $5,559 | $7,022-20.8% | $6,427-13.5% | $4,660+19.3% |
| Participant deferral / active EE | $21,566 | $9,806+119.9% | $9,131+136.2% | $6,688+222.5% |
| Admin fee / account holder | $150 | $16,364-99.1% | $13,901-98.9% | $13,397-98.9% |