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 | $15,852 | $158,398-90.0% | $126,539-87.5% | $142,382-88.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 86.49% | 593.76%-507.3pp | 425.95%-339.5pp | 217.08%-130.6pp |
| Employer contribution / active EE | $5,148 | $4,650+10.7% | $3,674+40.1% | $4,299+19.7% |
| Participant deferral / active EE | $8,212 | $4,767+72.3% | $4,083+101.2% | $6,507+26.2% |
| Admin fee / account holder | $113 | $6,918-98.4% | $6,065-98.1% | $12,624-99.1% |