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 | $125,464 | $117,983+6.3% | $101,794+23.3% | $142,382-11.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.66% | 36.92%-14.3pp | 30.53%-7.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $16,361 | $2,773+490.1% | $2,289+614.8% | $4,299+280.6% |
| Participant deferral / active EE | $10,162 | $4,714+115.6% | $4,084+148.8% | $6,507+56.2% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |