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 | $56,626 | $183,963-69.2% | $162,163-65.1% | $152,861-63.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 37.42% | 150.76%-113.3pp | 115.59%-78.2pp | 345.32%-307.9pp |
| Employer contribution / active EE | $10,465 | $6,371+64.3% | $5,614+86.4% | $4,762+119.7% |
| Participant deferral / active EE | $13,050 | $8,034+62.4% | $7,298+78.8% | $5,850+123.1% |
| Admin fee / account holder | $12 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |