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 | $158,529 | $105,998+49.6% | $92,233+71.9% | $147,584+7.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.63% | 50.05%-27.4pp | 176.28%-153.7pp | 578.55%-555.9pp |
| Employer contribution / active EE | $5,000 | $4,333+15.4% | $3,679+35.9% | $4,876+2.5% |
| Participant deferral / active EE | $8,984 | $4,478+100.6% | $3,897+130.6% | $5,439+65.2% |
| Admin fee / account holder | $13 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |