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 | $127,094 | $201,272-36.9% | $184,203-31.0% | $145,922-12.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 65.55% | 29.00%+36.5pp | 28.81%+36.7pp | 561.29%-495.7pp |
| Employer contribution / active EE | $16,137 | $7,022+129.8% | $6,427+151.1% | $4,660+246.3% |
| Participant deferral / active EE | $15,058 | $9,806+53.6% | $9,131+64.9% | $6,688+125.2% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |