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 | $173,819 | $86,699+100.5% | $73,307+137.1% | $125,391+38.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 121.73% | 2.78%+119.0pp | 5.67%+116.1pp | 282.22%-160.5pp |
| Employer contribution / active EE | $2,007 | $4,152-51.7% | $3,237-38.0% | $4,866-58.8% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $250 | $7,771-96.8% | $5,637-95.6% | $9,540-97.4% |