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 3-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 | $152,854 | $74,888+104.1% | $71,209+114.7% | $142,382+7.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.14% | 345.14%-332.0pp | 282.51%-269.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $6,446 | $2,854+125.8% | $2,721+136.9% | $4,299+49.9% |
| Participant deferral / active EE | $12,625 | $4,454+183.4% | $4,175+202.4% | $6,507+94.0% |
| Admin fee / account holder | $185 | $5,568-96.7% | $5,349-96.5% | $12,624-98.5% |