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 7-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 | $138,123 | $67,331+105.1% | $60,874+126.9% | $134,475+2.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 33.19% | 49.93%-16.7pp | 16.90%+16.3pp | 417.96%-384.8pp |
| Employer contribution / active EE | $3,944 | $3,096+27.4% | $2,701+46.0% | $4,740-16.8% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4 | $4,582-99.9% | $3,224-99.9% | $11,426-100.0% |