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 7-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 | $149,076 | $133,958+11.3% | $112,228+32.8% | $134,475+10.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.26% | 47.11%-46.9pp | 27.45%-27.2pp | 417.96%-417.7pp |
| Employer contribution / active EE | $14,698 | $4,038+264.0% | $3,635+304.4% | $4,740+210.1% |
| Participant deferral / active EE | $13,224 | $5,291+150.0% | $4,728+179.7% | $6,400+106.6% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |