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 | $196,067 | $99,918+96.2% | $81,382+140.9% | $145,922+34.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.78% | 34.32%-18.5pp | 24.73%-9.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $5,521 | $2,978+85.4% | $2,463+124.2% | $4,660+18.5% |
| Participant deferral / active EE | $7,729 | $4,605+67.8% | $3,883+99.0% | $6,688+15.6% |
| Admin fee / account holder | $30 | $8,212-99.6% | $5,768-99.5% | $13,397-99.8% |