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 | $117,946 | $105,998+11.3% | $92,233+27.9% | $147,584-20.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.58% | 50.05%-34.5pp | 176.28%-160.7pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,680 | $4,333-61.2% | $3,679-54.3% | $4,876-65.6% |
| Participant deferral / active EE | $2,005 | $4,478-55.2% | $3,897-48.5% | $5,439-63.1% |
| Admin fee / account holder | $283 | $6,332-95.5% | $5,194-94.6% | $10,885-97.4% |