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 | $136,341 | $105,998+28.6% | $92,233+47.8% | $147,584-7.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.86% | 50.05%-30.2pp | 176.28%-156.4pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,439 | $4,333-43.7% | $3,679-33.7% | $4,876-50.0% |
| Participant deferral / active EE | $6,703 | $4,478+49.7% | $3,897+72.0% | $5,439+23.2% |
| Admin fee / account holder | $38 | $6,332-99.4% | $5,194-99.3% | $10,885-99.7% |