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 | $136,374 | $117,841+15.7% | $102,423+33.1% | $145,922-6.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.16% | 31.65%-16.5pp | 29.32%-14.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $11,671 | $3,615+222.9% | $3,023+286.0% | $4,660+150.5% |
| Participant deferral / active EE | $12,006 | $5,731+109.5% | $5,053+137.6% | $6,688+79.5% |
| Admin fee / account holder | $102 | $13,326-99.2% | $9,451-98.9% | $13,397-99.2% |