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 | $124,096 | $165,984-25.2% | $164,813-24.7% | $145,922-15.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.58% | 100.03%-79.5pp | 69.93%-49.4pp | 561.29%-540.7pp |
| Employer contribution / active EE | $4,505 | $5,273-14.6% | $4,341+3.8% | $4,660-3.3% |
| Participant deferral / active EE | $13,113 | $6,959+88.4% | $6,031+117.4% | $6,688+96.1% |
| Admin fee / account holder | $229 | $16,648-98.6% | $12,690-98.2% | $13,397-98.3% |