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 | $225,547 | $159,901+41.1% | $146,958+53.5% | $145,922+54.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.47% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,901 | $5,286-26.2% | $4,933-20.9% | $4,660-16.3% |
| Participant deferral / active EE | $3,981 | $8,428-52.8% | $8,070-50.7% | $6,688-40.5% |
| Admin fee / account holder | $95 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |