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 | $178,539 | $138,044+29.3% | $125,339+42.4% | $134,475+32.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.09% | 750.33%-750.4pp | 572.05%-572.1pp | 417.96%-418.1pp |
| Employer contribution / active EE | $12,965 | $5,243+147.3% | $4,814+169.3% | $4,740+173.5% |
| Participant deferral / active EE | $9,780 | $7,799+25.4% | $7,446+31.3% | $6,400+52.8% |
| Admin fee / account holder | $40 | $11,571-99.7% | $10,010-99.6% | $11,426-99.6% |