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 | $75,774 | $74,888+1.2% | $71,209+6.4% | $142,382-46.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.44% | 345.14%-321.7pp | 282.51%-259.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $7,088 | $2,854+148.3% | $2,721+160.5% | $4,299+64.9% |
| Participant deferral / active EE | $16,458 | $4,454+269.5% | $4,175+294.2% | $6,507+152.9% |
| Admin fee / account holder | $96 | $5,568-98.3% | $5,349-98.2% | $12,624-99.2% |