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 | $123,694 | $81,632+51.5% | $70,449+75.6% | $158,922-22.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 209.92% | 208.40%+1.5pp | 109.03%+100.9pp | 302.83%-92.9pp |
| Employer contribution / active EE | $1,051 | $3,217-67.3% | $2,737-61.6% | $4,761-77.9% |
| Participant deferral / active EE | $1,314 | $4,554-71.1% | $3,709-64.6% | $5,982-78.0% |
| Admin fee / account holder | $99 | $6,193-98.4% | $3,845-97.4% | $11,246-99.1% |