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 | $129,184 | $107,334+20.4% | $92,893+39.1% | $152,861-15.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.82% | 145.58%-119.8pp | 109.41%-83.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $20,681 | $4,221+389.9% | $3,653+466.2% | $4,762+334.3% |
| Participant deferral / active EE | $14,300 | $4,845+195.2% | $4,236+237.6% | $5,850+144.4% |
| Admin fee / account holder | $10 | $7,079-99.9% | $5,794-99.8% | $11,596-99.9% |