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 | $228,843 | $117,983+94.0% | $101,794+124.8% | $142,382+60.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.17% | 36.92%-17.7pp | 30.53%-11.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,547 | $2,773-8.1% | $2,289+11.3% | $4,299-40.8% |
| Participant deferral / active EE | $15,822 | $4,714+235.7% | $4,084+287.4% | $6,507+143.1% |
| Admin fee / account holder | $203 | $10,433-98.1% | $8,777-97.7% | $12,624-98.4% |