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 | $115,106 | $159,901-28.0% | $146,958-21.7% | $145,922-21.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.92% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,801 | $5,286-28.1% | $4,933-23.0% | $4,660-18.4% |
| Participant deferral / active EE | $13,583 | $8,428+61.2% | $8,070+68.3% | $6,688+103.1% |
| Admin fee / account holder | $58 | $15,044-99.6% | $12,998-99.6% | $13,397-99.6% |