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 | $82,725 | $183,963-55.0% | $162,163-49.0% | $152,861-45.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.92% | 150.76%-126.8pp | 115.59%-91.7pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,625 | $6,371-58.8% | $5,614-53.2% | $4,762-44.9% |
| Participant deferral / active EE | $10,333 | $8,034+28.6% | $7,298+41.6% | $5,850+76.6% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |