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 | $127,519 | $100,852+26.4% | $90,404+41.1% | $158,922-19.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.26% | 1724.20%-1708.9pp | 1293.02%-1277.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $11,239 | $3,689+204.7% | $3,262+244.5% | $4,761+136.1% |
| Participant deferral / active EE | $10,755 | $4,348+147.4% | $3,963+171.4% | $5,982+79.8% |
| Admin fee / account holder | $23 | $6,501-99.6% | $5,611-99.6% | $11,246-99.8% |