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 | $189,519 | $106,515+77.9% | $96,683+96.0% | $139,434+35.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.72% | 38.43%-15.7pp | 35.69%-13.0pp | 372.94%-350.2pp |
| Employer contribution / active EE | $10,764 | $4,103+162.4% | $3,737+188.1% | $4,751+126.6% |
| Participant deferral / active EE | $8,947 | $5,454+64.0% | $4,878+83.4% | $6,710+33.3% |
| Admin fee / account holder | $50 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |