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 | $101,562 | $100,773+0.8% | $88,946+14.2% | $142,382-28.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.52% | 70.18%-53.7pp | 57.82%-41.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $19,009 | $2,918+551.5% | $2,555+644.0% | $4,299+342.1% |
| Participant deferral / active EE | $11,132 | $5,230+112.8% | $4,581+143.0% | $6,507+71.1% |
| Admin fee / account holder | $142 | $9,693-98.5% | $8,261-98.3% | $12,624-98.9% |