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 | $112,746 | $106,890+5.5% | $84,015+34.2% | $152,861-26.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 25.39% | 104.99%-79.6pp | 71.31%-45.9pp | 345.32%-319.9pp |
| Employer contribution / active EE | $3,287 | $2,734+20.2% | $1,983+65.7% | $4,762-31.0% |
| Participant deferral / active EE | $6,446 | $4,011+60.7% | $3,239+99.0% | $5,850+10.2% |
| Admin fee / account holder | $64 | $8,285-99.2% | $6,101-99.0% | $11,596-99.4% |