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 | $234,538 | $105,998+121.3% | $92,233+154.3% | $147,584+58.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.30% | 50.05%-37.7pp | 176.28%-164.0pp | 578.55%-566.2pp |
| Employer contribution / active EE | $3,330 | $4,333-23.1% | $3,679-9.5% | $4,876-31.7% |
| Participant deferral / active EE | $10,349 | $4,478+131.1% | $3,897+165.6% | $5,439+90.3% |
| Admin fee / account holder | $13 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |