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 | $153,535 | $115,770+32.6% | $101,248+51.6% | $158,922-3.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.32% | 56.14%-36.8pp | 46.47%-27.1pp | 302.83%-283.5pp |
| Employer contribution / active EE | $7,399 | $4,175+77.2% | $3,660+102.2% | $4,761+55.4% |
| Participant deferral / active EE | $6,107 | $4,957+23.2% | $4,370+39.7% | $5,982+2.1% |
| Admin fee / account holder | $43 | $7,245-99.4% | $5,945-99.3% | $11,246-99.6% |