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 | $219,562 | $138,044+59.1% | $125,339+75.2% | $134,475+63.3% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -12.61% | 750.33%-762.9pp | 572.05%-584.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $9,212 | $5,243+75.7% | $4,814+91.4% | $4,740+94.3% |
| Participant deferral / active EE | $15,379 | $7,799+97.2% | $7,446+106.5% | $6,400+140.3% |
| Admin fee / account holder | $28 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |