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 | $108,474 | $138,065-21.4% | $123,544-12.2% | $135,375-19.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 54.54% | 153.68%-99.1pp | 119.20%-64.7pp | 519.73%-465.2pp |
| Employer contribution / active EE | $2,041 | $5,151-60.4% | $4,628-55.9% | $4,779-57.3% |
| Participant deferral / active EE | $14,725 | $6,799+116.6% | $6,426+129.2% | $5,609+162.5% |
| Admin fee / account holder | $279 | $10,916-97.4% | $9,284-97.0% | $10,827-97.4% |