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 8-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 | $137,324 | $117,983+16.4% | $101,794+34.9% | $142,382-3.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.63% | 36.92%-23.3pp | 30.53%-16.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,664 | $2,773+32.1% | $2,289+60.1% | $4,299-14.8% |
| Participant deferral / active EE | $18,400 | $4,714+290.4% | $4,084+350.5% | $6,507+182.8% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |