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 8-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 | $155,697 | $104,974+48.3% | $95,585+62.9% | $142,382+9.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.87% | 210.33%-190.5pp | 38.56%-18.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,656 | $2,779-40.4% | $2,527-34.5% | $4,299-61.5% |
| Participant deferral / active EE | $34,750 | $4,352+698.5% | $4,023+763.9% | $6,507+434.0% |
| Admin fee / account holder | $13 | $6,386-99.8% | $6,127-99.8% | $12,624-99.9% |