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 | $104,687 | $70,756+48.0% | $65,493+59.8% | $142,382-26.5% |
| Participation rate | 88.9% | 77.4%+11.5pp | 73.1%+15.8pp | 80.1%+8.8pp |
| Annual return | 23.18% | 1754.89%-1731.7pp | 982.45%-959.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $7,407 | $2,881+157.1% | $2,574+187.7% | $4,299+72.3% |
| Participant deferral / active EE | $15,690 | $4,637+238.4% | $3,961+296.1% | $6,507+141.1% |
| Admin fee / account holder | $97 | $6,559-98.5% | $5,028-98.1% | $12,624-99.2% |