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 | $128,295 | $101,618+26.3% | $93,063+37.9% | $137,256-6.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 21.34% | 223.95%-202.6pp | 34.15%-12.8pp | 220.34%-199.0pp |
| Employer contribution / active EE | $8,607 | $2,707+217.9% | $2,476+247.6% | $4,156+107.1% |
| Participant deferral / active EE | $14,601 | $4,279+241.2% | $3,958+268.9% | $6,407+127.9% |
| Admin fee / account holder | $128 | $6,198-97.9% | $6,033-97.9% | $12,270-99.0% |