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 3-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 | $187,484 | $159,901+17.2% | $146,958+27.6% | $145,922+28.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.68% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,350 | $5,286-74.5% | $4,933-72.6% | $4,660-71.0% |
| Participant deferral / active EE | $18,589 | $8,428+120.6% | $8,070+130.3% | $6,688+178.0% |
| Admin fee / account holder | $21 | $15,044-99.9% | $12,998-99.8% | $13,397-99.8% |