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 6-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 | $219,876 | $159,901+37.5% | $146,958+49.6% | $145,922+50.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.27% | 98.13%-79.9pp | 418.34%-400.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $3,577 | $5,286-32.3% | $4,933-27.5% | $4,660-23.2% |
| Participant deferral / active EE | $6,048 | $8,428-28.2% | $8,070-25.1% | $6,688-9.6% |
| Admin fee / account holder | $256 | $15,044-98.3% | $12,998-98.0% | $13,397-98.1% |