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 | $215,138 | $121,625+76.9% | $104,607+105.7% | $158,922+35.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 20.19% | 465.26%-445.1pp | 340.46%-320.3pp | 302.83%-282.6pp |
| Employer contribution / active EE | $11,273 | $3,163+256.4% | $2,681+320.6% | $4,761+136.8% |
| Participant deferral / active EE | $6,891 | $4,177+65.0% | $3,740+84.3% | $5,982+15.2% |
| Admin fee / account holder | $10 | $7,787-99.9% | $6,473-99.8% | $11,246-99.9% |