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 | $174,217 | $138,065+26.2% | $123,544+41.0% | $135,375+28.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 5.13% | 153.68%-148.5pp | 119.20%-114.1pp | 519.73%-514.6pp |
| Employer contribution / active EE | $24,000 | $5,151+365.9% | $4,628+418.6% | $4,779+402.2% |
| Participant deferral / active EE | $18,750 | $6,799+175.8% | $6,426+191.8% | $5,609+234.3% |
| Admin fee / account holder | $13 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |