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 | $153,108 | $156,846-2.4% | $121,098+26.4% | $139,434+9.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 68.22% | 1474.56%-1406.3pp | 985.75%-917.5pp | 372.94%-304.7pp |
| Employer contribution / active EE | $1,804 | $5,536-67.4% | $4,164-56.7% | $4,751-62.0% |
| Participant deferral / active EE | $8,300 | $4,844+71.3% | $4,080+103.4% | $6,710+23.7% |
| Admin fee / account holder | $20 | $6,946-99.7% | $5,644-99.6% | $11,403-99.8% |