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 | $179,918 | $159,901+12.5% | $146,958+22.4% | $145,922+23.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.44% | 98.13%-76.7pp | 418.34%-396.9pp | 561.29%-539.8pp |
| Employer contribution / active EE | $3,834 | $5,286-27.5% | $4,933-22.3% | $4,660-17.7% |
| Participant deferral / active EE | $14,171 | $8,428+68.1% | $8,070+75.6% | $6,688+111.9% |
| Admin fee / account holder | $250 | $15,044-98.3% | $12,998-98.1% | $13,397-98.1% |