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 | $137,512 | $103,376+33.0% | $87,100+57.9% | $152,861-10.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $13,119 | $3,220+307.4% | $2,521+420.3% | $4,762+175.5% |
| Participant deferral / active EE | $12,196 | $4,778+155.3% | $4,049+201.2% | $5,850+108.5% |
| Admin fee / account holder | $262 | $12,205-97.9% | $7,497-96.5% | $11,596-97.7% |