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 | $180,102 | $105,998+69.9% | $92,233+95.3% | $147,584+22.0% |
| Participation rate | 95.2% | 80.4%+14.8pp | 76.5%+18.8pp | 82.8%+12.4pp |
| Annual return | 17.16% | 50.05%-32.9pp | 176.28%-159.1pp | 578.55%-561.4pp |
| Employer contribution / active EE | $9,069 | $4,333+109.3% | $3,679+146.5% | $4,876+86.0% |
| Participant deferral / active EE | $6,753 | $4,478+50.8% | $3,897+73.3% | $5,439+24.2% |
| Admin fee / account holder | $300 | $6,332-95.3% | $5,194-94.2% | $10,885-97.2% |