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 | $114,282 | $72,071+58.6% | $68,368+67.2% | $137,256-16.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.53% | 353.14%-334.6pp | 292.57%-274.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,379 | $2,788+21.2% | $2,649+27.5% | $4,156-18.7% |
| Participant deferral / active EE | $3,944 | $4,410-10.6% | $4,123-4.3% | $6,407-38.4% |
| Admin fee / account holder | $23 | $5,336-99.6% | $5,150-99.5% | $12,270-99.8% |