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 9-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 | $133,832 | $98,240+36.2% | $82,313+62.6% | $147,584-9.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 30.85%-30.9pp | 25.88%-25.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $27,525 | $3,192+762.4% | $2,428+1033.5% | $4,876+464.5% |
| Participant deferral / active EE | $16,250 | $4,383+270.7% | $3,706+338.5% | $5,439+198.8% |
| Admin fee / account holder | $60 | $8,563-99.3% | $5,608-98.9% | $10,885-99.4% |