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 | $194,082 | $135,635+43.1% | $110,238+76.1% | $135,375+43.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 60.87% | 513.19%-452.3pp | 314.74%-253.9pp | 519.73%-458.9pp |
| Employer contribution / active EE | $1,743 | $4,906-64.5% | $3,826-54.4% | $4,779-63.5% |
| Participant deferral / active EE | $3,080 | $5,506-44.1% | $4,672-34.1% | $5,609-45.1% |
| Admin fee / account holder | $74 | $11,457-99.4% | $8,547-99.1% | $10,827-99.3% |