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 | $195,932 | $117,841+66.3% | $102,423+91.3% | $145,922+34.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.33% | 31.65%-17.3pp | 29.32%-15.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $8,419 | $3,615+132.9% | $3,023+178.5% | $4,660+80.7% |
| Participant deferral / active EE | $6,945 | $5,731+21.2% | $5,053+37.5% | $6,688+3.9% |
| Admin fee / account holder | $151 | $13,326-98.9% | $9,451-98.4% | $13,397-98.9% |