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 | $178,290 | $115,770+54.0% | $101,248+76.1% | $158,922+12.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.21% | 56.14%-44.9pp | 46.47%-35.3pp | 302.83%-291.6pp |
| Employer contribution / active EE | $13,375 | $4,175+220.4% | $3,660+265.5% | $4,761+180.9% |
| Participant deferral / active EE | $3,340 | $4,957-32.6% | $4,370-23.6% | $5,982-44.2% |
| Admin fee / account holder | $178 | $7,245-97.5% | $5,945-97.0% | $11,246-98.4% |