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 | $119,459 | $85,202+40.2% | $172,739-30.8% | $72,985+63.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.91% | 27.32%-4.4pp | 802.84%-779.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $4,758 | $3,324+43.1% | $5,143-7.5% | $2,440+95.0% |
| Participant deferral / active EE | $6,794 | $3,260+108.4% | $5,198+30.7% | $3,607+88.3% |
| Admin fee / account holder | $11 | $5,884-99.8% | $13,954-99.9% | $5,124-99.8% |