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 7-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 | $168,959 | $158,398+6.7% | $126,539+33.5% | $142,382+18.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.55% | 593.76%-571.2pp | 425.95%-403.4pp | 217.08%-194.5pp |
| Employer contribution / active EE | $8,793 | $4,650+89.1% | $3,674+139.3% | $4,299+104.5% |
| Participant deferral / active EE | $8,941 | $4,767+87.6% | $4,083+119.0% | $6,507+37.4% |
| Admin fee / account holder | $40 | $6,918-99.4% | $6,065-99.3% | $12,624-99.7% |