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 | $144,650 | $74,888+93.2% | $71,209+103.1% | $142,382+1.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.32% | 345.14%-331.8pp | 282.51%-269.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,468 | $2,854+21.5% | $2,721+27.4% | $4,299-19.3% |
| Participant deferral / active EE | $4,800 | $4,454+7.8% | $4,175+15.0% | $6,507-26.2% |
| Admin fee / account holder | $80 | $5,568-98.6% | $5,349-98.5% | $12,624-99.4% |