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 | $116,045 | $105,998+9.5% | $92,233+25.8% | $147,584-21.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.11% | 50.05%-36.9pp | 176.28%-163.2pp | 578.55%-565.4pp |
| Employer contribution / active EE | $9,502 | $4,333+119.3% | $3,679+158.3% | $4,876+94.9% |
| Participant deferral / active EE | $6,530 | $4,478+45.8% | $3,897+67.6% | $5,439+20.1% |
| Admin fee / account holder | $155 | $6,332-97.6% | $5,194-97.0% | $10,885-98.6% |