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 | $134,932 | $105,998+27.3% | $92,233+46.3% | $147,584-8.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.04% | 50.05%-34.0pp | 176.28%-160.2pp | 578.55%-562.5pp |
| Employer contribution / active EE | $3,381 | $4,333-22.0% | $3,679-8.1% | $4,876-30.7% |
| Participant deferral / active EE | $11,632 | $4,478+159.8% | $3,897+198.5% | $5,439+113.9% |
| Admin fee / account holder | $28 | $6,332-99.6% | $5,194-99.5% | $10,885-99.7% |