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 3-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 | $108,572 | $159,934-32.1% | $147,005-26.1% | $145,959-25.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 34.48% | 98.24%-63.8pp | 418.76%-384.3pp | 561.95%-527.5pp |
| Employer contribution / active EE | $7,915 | $5,287+49.7% | $4,934+60.4% | $4,661+69.8% |
| Participant deferral / active EE | $11,057 | $8,427+31.2% | $8,070+37.0% | $6,689+65.3% |
| Admin fee / account holder | $290 | $15,053-98.1% | $13,006-97.8% | $13,398-97.8% |