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 | $84,489 | $72,071+17.2% | $68,368+23.6% | $137,256-38.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.77% | 353.14%-335.4pp | 292.57%-274.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,972 | $2,788+42.5% | $2,649+49.9% | $4,156-4.4% |
| Participant deferral / active EE | $5,534 | $4,410+25.5% | $4,123+34.2% | $6,407-13.6% |
| Admin fee / account holder | $213 | $5,336-96.0% | $5,150-95.9% | $12,270-98.3% |