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 | $129,368 | $104,251+24.1% | $91,001+42.2% | $147,584-12.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 130.67% | 27.06%+103.6pp | 4.60%+126.1pp | 578.55%-447.9pp |
| Employer contribution / active EE | $1,844 | $3,116-40.8% | $2,456-24.9% | $4,876-62.2% |
| Participant deferral / active EE | $11,828 | $4,195+182.0% | $3,547+233.4% | $5,439+117.5% |
| Admin fee / account holder | $48 | $8,948-99.5% | $5,417-99.1% | $10,885-99.6% |