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 | $107,024 | $81,248+31.7% | $155,509-31.2% | $80,856+32.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 76.61% | 33.31%+43.3pp | 64.67%+11.9pp | 35.59%+41.0pp |
| Employer contribution / active EE | $6,537 | $3,100+110.9% | $4,672+39.9% | $2,755+137.3% |
| Participant deferral / active EE | $2,360 | $3,452-31.6% | $5,626-58.0% | $4,296-45.1% |
| Admin fee / account holder | $90 | $7,997-98.9% | $15,912-99.4% | $6,918-98.7% |