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 | $217,553 | $148,534+46.5% | $135,903+60.1% | $139,434+56.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.41% | 79.19%-59.8pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $22,865 | $5,243+336.1% | $4,856+370.8% | $4,751+381.3% |
| Participant deferral / active EE | $16,822 | $8,100+107.7% | $7,758+116.8% | $6,710+150.7% |
| Admin fee / account holder | $165 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |