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 | $79,610 | $74,888+6.3% | $71,209+11.8% | $142,382-44.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.53% | 345.14%-324.6pp | 282.51%-262.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,811 | $2,854+33.5% | $2,721+40.1% | $4,299-11.3% |
| Participant deferral / active EE | $14,629 | $4,454+228.4% | $4,175+250.4% | $6,507+124.8% |
| Admin fee / account holder | $144 | $5,568-97.4% | $5,349-97.3% | $12,624-98.9% |