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 | $174,195 | $144,119+20.9% | $117,854+47.8% | $147,584+18.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.93% | 531.15%-512.2pp | 335.08%-316.1pp | 578.55%-559.6pp |
| Employer contribution / active EE | $5,856 | $4,896+19.6% | $3,786+54.7% | $4,876+20.1% |
| Participant deferral / active EE | $9,559 | $5,316+79.8% | $4,482+113.3% | $5,439+75.8% |
| Admin fee / account holder | $136 | $10,886-98.8% | $8,020-98.3% | $10,885-98.8% |