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 | $129,090 | $97,125+32.9% | $86,233+49.7% | $137,256-5.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.72% | 74.19%-55.5pp | 61.39%-42.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,764 | $2,841+32.5% | $2,504+50.3% | $4,156-9.4% |
| Participant deferral / active EE | $18,717 | $5,180+261.4% | $4,559+310.5% | $6,407+192.1% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |