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 | $154,032 | $150,187+2.6% | $120,354+28.0% | $145,922+5.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 18.72% | 154.07%-135.3pp | 107.15%-88.4pp | 561.29%-542.6pp |
| Employer contribution / active EE | $4,277 | $4,348-1.6% | $3,463+23.5% | $4,660-8.2% |
| Participant deferral / active EE | $25,536 | $6,173+313.7% | $4,991+411.6% | $6,688+281.8% |
| Admin fee / account holder | $20 | $12,207-99.8% | $9,423-99.8% | $13,397-99.9% |