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 | $116,855 | $105,998+10.2% | $92,233+26.7% | $147,584-20.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.92% | 50.05%-31.1pp | 176.28%-157.4pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,997 | $4,333-53.9% | $3,679-45.7% | $4,876-59.0% |
| Participant deferral / active EE | $4,930 | $4,478+10.1% | $3,897+26.5% | $5,439-9.3% |
| Admin fee / account holder | $17 | $6,332-99.7% | $5,194-99.7% | $10,885-99.8% |