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 | $230,453 | $99,020+132.7% | $86,590+166.1% | $147,584+56.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.71% | 1312.34%-1291.6pp | 964.84%-944.1pp | 578.55%-557.8pp |
| Employer contribution / active EE | $6,648 | $3,132+112.3% | $2,839+134.2% | $4,876+36.3% |
| Participant deferral / active EE | $9,514 | $3,972+139.5% | $3,609+163.6% | $5,439+74.9% |
| Admin fee / account holder | $289 | $5,710-94.9% | $4,906-94.1% | $10,885-97.3% |