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 6-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 | $96,757 | $159,934-39.5% | $147,005-34.2% | $145,959-33.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.60% | 98.24%-84.6pp | 418.76%-405.2pp | 561.95%-548.3pp |
| Employer contribution / active EE | $3,668 | $5,287-30.6% | $4,934-25.7% | $4,661-21.3% |
| Participant deferral / active EE | $10,050 | $8,427+19.3% | $8,070+24.5% | $6,689+50.3% |
| Admin fee / account holder | $86 | $15,053-99.4% | $13,006-99.3% | $13,398-99.4% |