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 | $176,703 | $57,281+208.5% | $86,612+104.0% | $75,163+135.1% |
| Participation rate | 96.2% | 63.2%+33.0pp | 71.7%+24.5pp | 67.2%+29.0pp |
| Annual return | 18.33% | 2670.75%-2652.4pp | 591.07%-572.7pp | 160.62%-142.3pp |
| Employer contribution / active EE | $6,352 | $2,314+174.4% | $3,022+110.2% | $2,670+137.9% |
| Participant deferral / active EE | $9,162 | $3,318+176.2% | $4,438+106.5% | $4,125+122.1% |
| Admin fee / account holder | $25 | $4,112-99.4% | $5,614-99.6% | $5,651-99.6% |