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 8-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 | $128,877 | $107,334+20.1% | $92,893+38.7% | $152,861-15.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.77% | 145.58%-122.8pp | 109.41%-86.6pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,536 | $4,221-39.9% | $3,653-30.6% | $4,762-46.7% |
| Participant deferral / active EE | $14,132 | $4,845+191.7% | $4,236+233.6% | $5,850+141.6% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |