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 | $134,425 | $105,998+26.8% | $92,233+45.7% | $147,584-8.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.04% | 50.05%-29.0pp | 176.28%-155.2pp | 578.55%-557.5pp |
| Employer contribution / active EE | $4,228 | $4,333-2.4% | $3,679+14.9% | $4,876-13.3% |
| Participant deferral / active EE | $6,208 | $4,478+38.6% | $3,897+59.3% | $5,439+14.1% |
| Admin fee / account holder | $19 | $6,332-99.7% | $5,194-99.6% | $10,885-99.8% |