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 | $126,070 | $214,378-41.2% | $200,582-37.1% | $142,382-11.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.67% | 46.41%-25.7pp | 42.33%-21.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $14,539 | $6,841+112.5% | $6,419+126.5% | $4,299+238.2% |
| Participant deferral / active EE | $19,822 | $9,865+100.9% | $9,331+112.4% | $6,507+204.6% |
| Admin fee / account holder | $136 | $17,692-99.2% | $16,305-99.2% | $12,624-98.9% |