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 | $128,881 | $114,381+12.7% | $107,525+19.9% | $142,382-9.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.83% | 242.71%-222.9pp | 181.32%-161.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $14,667 | $4,015+265.3% | $3,754+290.7% | $4,299+241.2% |
| Participant deferral / active EE | $10,609 | $5,564+90.7% | $5,116+107.4% | $6,507+63.0% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |