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 | $138,023 | $99,877+38.2% | $84,966+62.4% | $145,922-5.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.43% | 83.76%-65.3pp | 66.38%-48.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $4,500 | $3,231+39.3% | $2,727+65.0% | $4,660-3.4% |
| Participant deferral / active EE | $4,500 | $5,291-14.9% | $4,519-0.4% | $6,688-32.7% |
| Admin fee / account holder | $180 | $7,248-97.5% | $6,149-97.1% | $13,397-98.7% |