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 3-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 | $105,527 | $100,970+4.5% | $96,576+9.3% | $137,256-23.1% |
| Participation rate | 77.8% | 82.6%-4.8pp | 81.4%-3.7pp | 80.0%-2.2pp |
| Annual return | 296.26% | 38.16%+258.1pp | 38.47%+257.8pp | 220.34%+75.9pp |
| Employer contribution / active EE | $4,323 | $3,809+13.5% | $3,553+21.7% | $4,156+4.0% |
| Participant deferral / active EE | $6,037 | $8,286-27.1% | $7,956-24.1% | $6,407-5.8% |
| Admin fee / account holder | $69 | $11,312-99.4% | $11,381-99.4% | $12,270-99.4% |