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 5-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 | $144,810 | $159,901-9.4% | $146,958-1.5% | $145,922-0.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.75% | 98.13%-63.4pp | 418.34%-383.6pp | 561.29%-526.5pp |
| Employer contribution / active EE | $8,333 | $5,286+57.6% | $4,933+68.9% | $4,660+78.8% |
| Participant deferral / active EE | $13,882 | $8,428+64.7% | $8,070+72.0% | $6,688+107.6% |
| Admin fee / account holder | $4 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |