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 | $105,597 | $105,998-0.4% | $92,233+14.5% | $147,584-28.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.73% | 50.05%-40.3pp | 176.28%-166.5pp | 578.55%-568.8pp |
| Employer contribution / active EE | $6,374 | $4,333+47.1% | $3,679+73.2% | $4,876+30.7% |
| Participant deferral / active EE | $4,040 | $4,478-9.8% | $3,897+3.7% | $5,439-25.7% |
| Admin fee / account holder | $99 | $6,332-98.4% | $5,194-98.1% | $10,885-99.1% |