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 | $237,977 | $84,233+182.5% | $170,442+39.6% | $70,131+239.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.48% | 23.06%-7.6pp | 205.93%-190.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $11,607 | $3,387+242.7% | $5,433+113.6% | $2,342+395.5% |
| Participant deferral / active EE | $6,405 | $3,086+107.6% | $4,939+29.7% | $3,332+92.3% |
| Admin fee / account holder | $293 | $5,698-94.9% | $13,880-97.9% | $4,645-93.7% |