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 | $155,758 | $104,907+48.5% | $84,611+84.1% | $152,861+1.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.32% | 373.79%-351.5pp | 258.74%-236.4pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,255 | $3,302-62.0% | $2,652-52.7% | $4,762-73.6% |
| Participant deferral / active EE | $14,200 | $4,688+202.9% | $3,899+264.2% | $5,850+142.7% |
| Admin fee / account holder | $16 | $6,241-99.7% | $4,912-99.7% | $11,596-99.9% |