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 | $164,858 | $96,635+70.6% | $86,612+90.3% | $139,434+18.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.91% | 106.41%-89.5pp | 591.07%-574.2pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,546 | $3,263-22.0% | $3,022-15.8% | $4,751-46.4% |
| Participant deferral / active EE | $1,894 | $4,836-60.8% | $4,438-57.3% | $6,710-71.8% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |