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 9-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 | $128,895 | $109,817+17.4% | $98,442+30.9% | $167,490-23.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.26% | 1956.69%-1940.4pp | 1492.73%-1476.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $3,099 | $3,224-3.9% | $2,960+4.7% | $4,837-35.9% |
| Participant deferral / active EE | $13,630 | $4,673+191.7% | $4,276+218.7% | $6,341+114.9% |
| Admin fee / account holder | $20 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |