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 | $122,688 | $72,071+70.2% | $68,368+79.5% | $137,256-10.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.21% | 353.14%-331.9pp | 292.57%-271.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $4,960 | $2,788+77.9% | $2,649+87.2% | $4,156+19.3% |
| Participant deferral / active EE | $7,307 | $4,410+65.7% | $4,123+77.2% | $6,407+14.0% |
| Admin fee / account holder | $146 | $5,336-97.3% | $5,150-97.2% | $12,270-98.8% |