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 | $145,435 | $102,966+41.2% | $90,281+61.1% | $152,861-4.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.81% | 95.16%-70.4pp | 78.10%-53.3pp | 345.32%-320.5pp |
| Employer contribution / active EE | $6,752 | $3,139+115.1% | $2,854+136.5% | $4,762+41.8% |
| Participant deferral / active EE | $8,051 | $4,281+88.0% | $3,885+107.2% | $5,850+37.6% |
| Admin fee / account holder | $7 | $6,171-99.9% | $5,351-99.9% | $11,596-99.9% |