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 9-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 | $116,407 | $99,652+16.8% | $78,778+47.8% | $147,584-21.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.23% | 47.28%-33.1pp | 35.62%-21.4pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,390 | $2,796-14.5% | $1,986+20.4% | $4,876-51.0% |
| Participant deferral / active EE | $4,201 | $3,664+14.7% | $2,958+42.0% | $5,439-22.8% |
| Admin fee / account holder | $120 | $7,155-98.3% | $5,134-97.7% | $10,885-98.9% |