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 6-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 | $183,035 | $228,332-19.8% | $185,823-1.5% | $158,922+15.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 103.59% | 40.80%+62.8pp | 35.95%+67.6pp | 302.83%-199.2pp |
| Employer contribution / active EE | $3,423 | $4,967-31.1% | $4,087-16.3% | $4,761-28.1% |
| Participant deferral / active EE | $13,000 | $6,415+102.7% | $5,632+130.8% | $5,982+117.3% |
| Admin fee / account holder | $84 | $11,864-99.3% | $9,500-99.1% | $11,246-99.3% |