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 | $61,479 | $148,534-58.6% | $135,903-54.8% | $139,434-55.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 75.86% | 79.19%-3.3pp | 68.23%+7.6pp | 372.94%-297.1pp |
| Employer contribution / active EE | $18,804 | $5,243+258.6% | $4,856+287.2% | $4,751+295.8% |
| Participant deferral / active EE | $22,757 | $8,100+181.0% | $7,758+193.3% | $6,710+239.1% |
| Admin fee / account holder | $57 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |