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 | $88,322 | $106,890-17.4% | $84,015+5.1% | $152,861-42.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 502.58% | 104.99%+397.6pp | 71.31%+431.3pp | 345.32%+157.3pp |
| Employer contribution / active EE | $11,600 | $2,734+324.2% | $1,983+484.8% | $4,762+143.6% |
| Participant deferral / active EE | $7,548 | $4,011+88.2% | $3,239+133.1% | $5,850+29.0% |
| Admin fee / account holder | $236 | $8,285-97.2% | $6,101-96.1% | $11,596-98.0% |