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 | $124,454 | $105,998+17.4% | $92,233+34.9% | $147,584-15.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.07% | 50.05%-34.0pp | 176.28%-160.2pp | 578.55%-562.5pp |
| Employer contribution / active EE | $4,505 | $4,333+4.0% | $3,679+22.4% | $4,876-7.6% |
| Participant deferral / active EE | $5,811 | $4,478+29.8% | $3,897+49.1% | $5,439+6.9% |
| Admin fee / account holder | $7 | $6,332-99.9% | $5,194-99.9% | $10,885-99.9% |