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 10-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 | $114,901 | $110,261+4.2% | $95,745+20.0% | $139,434-17.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 36.77% | 27.11%+9.7pp | 28.35%+8.4pp | 372.94%-336.2pp |
| Employer contribution / active EE | $24,300 | $3,257+646.0% | $2,835+757.3% | $4,751+411.5% |
| Participant deferral / active EE | $9,000 | $4,676+92.5% | $4,245+112.0% | $6,710+34.1% |
| Admin fee / account holder | $50 | $6,613-99.2% | $5,678-99.1% | $11,403-99.6% |