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 | $131,605 | $99,652+32.1% | $78,778+67.1% | $147,584-10.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.93% | 47.28%-28.4pp | 35.62%-16.7pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,272 | $2,796-18.7% | $1,986+14.4% | $4,876-53.4% |
| Participant deferral / active EE | $8,972 | $3,664+144.9% | $2,958+203.3% | $5,439+65.0% |
| Admin fee / account holder | $208 | $7,155-97.1% | $5,134-95.9% | $10,885-98.1% |