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 | $106,496 | $100,773+5.7% | $88,946+19.7% | $142,382-25.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 23.30% | 70.18%-46.9pp | 57.82%-34.5pp | 217.08%-193.8pp |
| Employer contribution / active EE | $900 | $2,918-69.2% | $2,555-64.8% | $4,299-79.1% |
| Participant deferral / active EE | $16,250 | $5,230+210.7% | $4,581+254.7% | $6,507+149.7% |
| Admin fee / account holder | $260 | $9,693-97.3% | $8,261-96.9% | $12,624-97.9% |