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 | $102,453 | $100,852+1.6% | $90,404+13.3% | $158,922-35.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.86% | 1724.20%-1703.3pp | 1293.02%-1272.2pp | 302.83%-282.0pp |
| Employer contribution / active EE | $9,790 | $3,689+165.4% | $3,262+200.1% | $4,761+105.6% |
| Participant deferral / active EE | $7,575 | $4,348+74.2% | $3,963+91.1% | $5,982+26.6% |
| Admin fee / account holder | $60 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |