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 | $114,194 | $105,998+7.7% | $92,233+23.8% | $147,584-22.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.17% | 50.05%-39.9pp | 176.28%-166.1pp | 578.55%-568.4pp |
| Employer contribution / active EE | $7,046 | $4,333+62.6% | $3,679+91.5% | $4,876+44.5% |
| Participant deferral / active EE | $7,736 | $4,478+72.8% | $3,897+98.5% | $5,439+42.2% |
| Admin fee / account holder | $170 | $6,332-97.3% | $5,194-96.7% | $10,885-98.4% |