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 | $113,106 | $74,888+51.0% | $71,209+58.8% | $142,382-20.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.32% | 345.14%-322.8pp | 282.51%-260.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $5,281 | $2,854+85.0% | $2,721+94.1% | $4,299+22.8% |
| Participant deferral / active EE | $18,308 | $4,454+311.0% | $4,175+338.5% | $6,507+181.4% |
| Admin fee / account holder | $227 | $5,568-95.9% | $5,349-95.8% | $12,624-98.2% |