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 4-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 | $85,350 | $70,756+20.6% | $65,493+30.3% | $142,382-40.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.57% | 1754.89%-1739.3pp | 982.45%-966.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $11,664 | $2,881+304.9% | $2,574+353.1% | $4,299+171.3% |
| Participant deferral / active EE | $6,905 | $4,637+48.9% | $3,961+74.3% | $6,507+6.1% |
| Admin fee / account holder | $19 | $6,559-99.7% | $5,028-99.6% | $12,624-99.9% |