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 | $116,141 | $78,520+47.9% | $96,576+20.3% | $82,448+40.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 252.03% | 41.30%+210.7pp | 38.47%+213.6pp | 41.64%+210.4pp |
| Employer contribution / active EE | $4,416 | $2,630+67.9% | $3,553+24.3% | $2,551+73.1% |
| Participant deferral / active EE | $0 | $6,754-100.0% | $7,956-100.0% | $4,139-100.0% |
| Admin fee / account holder | $277 | $13,455-97.9% | $11,381-97.6% | $7,234-96.2% |