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 | $120,991 | $99,877+21.1% | $84,966+42.4% | $145,922-17.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.46% | 83.76%-71.3pp | 66.38%-53.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $929 | $3,231-71.3% | $2,727-65.9% | $4,660-80.1% |
| Participant deferral / active EE | $929 | $5,291-82.4% | $4,519-79.4% | $6,688-86.1% |
| Admin fee / account holder | $140 | $7,248-98.1% | $6,149-97.7% | $13,397-99.0% |