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 | $133,256 | $72,071+84.9% | $68,368+94.9% | $137,256-2.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 20.76% | 353.14%-332.4pp | 292.57%-271.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,565 | $2,788+27.9% | $2,649+34.6% | $4,156-14.2% |
| Participant deferral / active EE | $10,823 | $4,410+145.4% | $4,123+162.5% | $6,407+68.9% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |