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 | $131,634 | $102,966+27.8% | $90,281+45.8% | $152,861-13.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.35% | 95.16%-71.8pp | 78.10%-54.7pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,787 | $3,139-11.2% | $2,854-2.4% | $4,762-41.5% |
| Participant deferral / active EE | $1,768 | $4,281-58.7% | $3,885-54.5% | $5,850-69.8% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |