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 4-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 | $140,078 | $111,814+25.3% | $93,654+49.6% | $145,959-4.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.86% | 203.30%-193.4pp | 133.34%-123.5pp | 561.95%-552.1pp |
| Employer contribution / active EE | $3,824 | $3,092+23.7% | $2,421+57.9% | $4,661-18.0% |
| Participant deferral / active EE | $7,625 | $4,914+55.2% | $4,413+72.8% | $6,689+14.0% |
| Admin fee / account holder | $10 | $10,246-99.9% | $8,282-99.9% | $13,398-99.9% |