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 | $131,630 | $72,071+82.6% | $68,368+92.5% | $137,256-4.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.02% | 353.14%-332.1pp | 292.57%-271.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $15,234 | $2,788+446.4% | $2,649+475.1% | $4,156+266.6% |
| Participant deferral / active EE | $13,897 | $4,410+215.1% | $4,123+237.1% | $6,407+116.9% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |