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 | $121,567 | $105,998+14.7% | $92,233+31.8% | $147,584-17.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.51% | 50.05%-34.5pp | 176.28%-160.8pp | 578.55%-563.0pp |
| Employer contribution / active EE | $9,117 | $4,333+110.4% | $3,679+147.8% | $4,876+87.0% |
| Participant deferral / active EE | $3,075 | $4,478-31.3% | $3,897-21.1% | $5,439-43.5% |
| Admin fee / account holder | $17 | $6,332-99.7% | $5,194-99.7% | $10,885-99.8% |