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 4-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 | $121,678 | $88,751+37.1% | $81,812+48.7% | $145,922-16.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 12.07% | 1025.40%-1013.3pp | 773.79%-761.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,031 | $3,083-66.6% | $2,912-64.6% | $4,660-77.9% |
| Participant deferral / active EE | $6,655 | $4,643+43.3% | $4,319+54.1% | $6,688-0.5% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |