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 | $132,449 | $106,584+24.3% | $101,326+30.7% | $142,382-7.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 25.07% | 36.93%-11.9pp | 36.82%-11.7pp | 217.08%-192.0pp |
| Employer contribution / active EE | $7,198 | $3,956+81.9% | $3,665+96.4% | $4,299+67.4% |
| Participant deferral / active EE | $10,067 | $8,297+21.3% | $7,994+25.9% | $6,507+54.7% |
| Admin fee / account holder | $161 | $11,446-98.6% | $11,185-98.6% | $12,624-98.7% |