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 | $140,607 | $105,998+32.7% | $92,233+52.4% | $147,584-4.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.64% | 50.05%-37.4pp | 176.28%-163.6pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,039 | $4,333-53.0% | $3,679-44.6% | $4,876-58.2% |
| Participant deferral / active EE | $2,487 | $4,478-44.5% | $3,897-36.2% | $5,439-54.3% |
| Admin fee / account holder | $20 | $6,332-99.7% | $5,194-99.6% | $10,885-99.8% |