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 | $129,075 | $117,983+9.4% | $101,794+26.8% | $142,382-9.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.86% | 36.92%-17.1pp | 30.53%-10.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,745 | $2,773+71.1% | $2,289+107.3% | $4,299+10.4% |
| Participant deferral / active EE | $7,120 | $4,714+51.0% | $4,084+74.3% | $6,507+9.4% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |