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 | $211,056 | $107,334+96.6% | $92,893+127.2% | $152,861+38.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.17% | 145.58%-130.4pp | 109.41%-94.2pp | 345.32%-330.2pp |
| Employer contribution / active EE | $7,869 | $4,221+86.4% | $3,653+115.4% | $4,762+65.2% |
| Participant deferral / active EE | $6,788 | $4,845+40.1% | $4,236+60.2% | $5,850+16.0% |
| Admin fee / account holder | $2 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |