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 | $83,885 | $74,888+12.0% | $71,209+17.8% | $142,382-41.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.70% | 345.14%-327.4pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $22,395 | $2,854+684.6% | $2,721+723.1% | $4,299+420.9% |
| Participant deferral / active EE | $14,286 | $4,454+220.7% | $4,175+242.2% | $6,507+119.5% |
| Admin fee / account holder | $263 | $5,568-95.3% | $5,349-95.1% | $12,624-97.9% |