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 | $178,512 | $159,901+11.6% | $146,958+21.5% | $145,922+22.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.41% | 98.13%-62.7pp | 418.34%-382.9pp | 561.29%-525.9pp |
| Employer contribution / active EE | $6,936 | $5,286+31.2% | $4,933+40.6% | $4,660+48.8% |
| Participant deferral / active EE | $4,115 | $8,428-51.2% | $8,070-49.0% | $6,688-38.5% |
| Admin fee / account holder | $130 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |