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 4-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 | $120,141 | $214,378-44.0% | $200,582-40.1% | $142,382-15.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.33% | 46.41%-25.1pp | 42.33%-21.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $12,218 | $6,841+78.6% | $6,419+90.3% | $4,299+184.2% |
| Participant deferral / active EE | $20,102 | $9,865+103.8% | $9,331+115.4% | $6,507+208.9% |
| Admin fee / account holder | $221 | $17,692-98.8% | $16,305-98.6% | $12,624-98.2% |