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 | $225,695 | $93,571+141.2% | $135,903+66.1% | $75,163+200.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.04% | 30.90%-10.9pp | 68.23%-48.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $6,503 | $3,537+83.9% | $4,856+33.9% | $2,670+143.6% |
| Participant deferral / active EE | $8,937 | $6,404+39.5% | $7,758+15.2% | $4,125+116.6% |
| Admin fee / account holder | $51 | $6,975-99.3% | $10,762-99.5% | $5,651-99.1% |