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 | $199,488 | $93,571+113.2% | $135,903+46.8% | $75,163+165.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.52% | 30.90%-6.4pp | 68.23%-43.7pp | 160.62%-136.1pp |
| Employer contribution / active EE | $9,279 | $3,537+162.4% | $4,856+91.1% | $2,670+247.6% |
| Participant deferral / active EE | $14,427 | $6,404+125.3% | $7,758+86.0% | $4,125+249.7% |
| Admin fee / account holder | $191 | $6,975-97.3% | $10,762-98.2% | $5,651-96.6% |