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 | $119,164 | $74,888+59.1% | $71,209+67.3% | $142,382-16.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 294.32% | 345.14%-50.8pp | 282.51%+11.8pp | 217.08%+77.2pp |
| Employer contribution / active EE | $3,640 | $2,854+27.5% | $2,721+33.8% | $4,299-15.3% |
| Participant deferral / active EE | $9,701 | $4,454+117.8% | $4,175+132.3% | $6,507+49.1% |
| Admin fee / account holder | $88 | $5,568-98.4% | $5,349-98.4% | $12,624-99.3% |