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 | $146,394 | $88,751+64.9% | $81,812+78.9% | $145,922+0.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 57.25% | 1025.40%-968.1pp | 773.79%-716.5pp | 561.29%-504.0pp |
| Employer contribution / active EE | $5,675 | $3,083+84.0% | $2,912+94.8% | $4,660+21.8% |
| Participant deferral / active EE | $6,375 | $4,643+37.3% | $4,319+47.6% | $6,688-4.7% |
| Admin fee / account holder | $176 | $8,415-97.9% | $7,386-97.6% | $13,397-98.7% |