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 5-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 | $134,081 | $117,983+13.6% | $101,794+31.7% | $142,382-5.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.98% | 36.92%-17.9pp | 30.53%-11.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $17,011 | $2,773+513.5% | $2,289+643.2% | $4,299+295.7% |
| Participant deferral / active EE | $11,073 | $4,714+134.9% | $4,084+171.1% | $6,507+70.2% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |