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 | $117,859+66.2% | $102,438+91.3% | $145,959+34.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.33% | 31.72%-17.4pp | 29.37%-15.0pp | 561.95%-547.6pp |
| Employer contribution / active EE | $8,419 | $3,615+132.9% | $3,024+178.4% | $4,661+80.6% |
| Participant deferral / active EE | $6,945 | $5,732+21.2% | $5,054+37.4% | $6,689+3.8% |
| Admin fee / account holder | $151 | $13,318-98.9% | $9,448-98.4% | $13,398-98.9% |