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 | $117,978 | $105,126+12.2% | $94,646+24.7% | $139,434-15.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 45.37% | 38.03%+7.3pp | 156.71%-111.3pp | 372.94%-327.6pp |
| Employer contribution / active EE | $4,674 | $4,106+13.8% | $3,672+27.3% | $4,751-1.6% |
| Participant deferral / active EE | $9,969 | $7,599+31.2% | $7,418+34.4% | $6,710+48.6% |
| Admin fee / account holder | $15 | $8,984-99.8% | $7,231-99.8% | $11,403-99.9% |