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 | $207,335 | $160,055+29.5% | $140,016+48.1% | $135,375+53.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.65% | 911.38%-918.0pp | 651.12%-657.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $8,551 | $6,420+33.2% | $5,606+52.5% | $4,779+78.9% |
| Participant deferral / active EE | $7,510 | $7,642-1.7% | $6,927+8.4% | $5,609+33.9% |
| Admin fee / account holder | $28 | $13,328-99.8% | $10,705-99.7% | $10,827-99.7% |