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 3-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 | $128,766 | $150,187-14.3% | $120,354+7.0% | $145,922-11.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.92% | 154.07%-143.1pp | 107.15%-96.2pp | 561.29%-550.4pp |
| Employer contribution / active EE | $12,125 | $4,348+178.9% | $3,463+250.2% | $4,660+160.2% |
| Participant deferral / active EE | $30,500 | $6,173+394.1% | $4,991+511.1% | $6,688+356.1% |
| Admin fee / account holder | $20 | $12,207-99.8% | $9,423-99.8% | $13,397-99.9% |