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 | $231,437 | $159,901+44.7% | $146,958+57.5% | $145,922+58.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.31% | 98.13%-80.8pp | 418.34%-401.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $4,560 | $5,286-13.7% | $4,933-7.6% | $4,660-2.1% |
| Participant deferral / active EE | $16,133 | $8,428+91.4% | $8,070+99.9% | $6,688+141.2% |
| Admin fee / account holder | $176 | $15,044-98.8% | $12,998-98.6% | $13,397-98.7% |