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 | $111,338 | $108,642+2.5% | $74,701+49.0% | $152,861-27.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 18.79% | 114.06%-95.3pp | 752.92%-734.1pp | 345.32%-326.5pp |
| Employer contribution / active EE | $6,406 | $1,503+326.3% | $1,084+491.2% | $4,762+34.5% |
| Participant deferral / active EE | $3,125 | $2,712+15.2% | $1,964+59.1% | $5,850-46.6% |
| Admin fee / account holder | $224 | $4,902-95.4% | $3,333-93.3% | $11,596-98.1% |