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 | $128,631 | $100,852+27.5% | $90,404+42.3% | $158,922-19.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1083.57% | 1724.20%-640.6pp | 1293.02%-209.4pp | 302.83%+780.7pp |
| Employer contribution / active EE | $322 | $3,689-91.3% | $3,262-90.1% | $4,761-93.2% |
| Participant deferral / active EE | $4,875 | $4,348+12.1% | $3,963+23.0% | $5,982-18.5% |
| Admin fee / account holder | $16 | $6,501-99.8% | $5,611-99.7% | $11,246-99.9% |