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 | $161,421 | $127,386+26.7% | $115,037+40.3% | $125,391+28.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.96% | 31.28%-27.3pp | 26.14%-22.2pp | 282.22%-278.3pp |
| Employer contribution / active EE | $12,987 | $5,166+151.4% | $4,608+181.9% | $4,866+166.9% |
| Participant deferral / active EE | $9,507 | $6,423+48.0% | $6,026+57.8% | $5,352+77.7% |
| Admin fee / account holder | $46 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |