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 | $208,930 | $118,849+75.8% | $96,562+116.4% | $167,490+24.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.35% | 50.49%-38.1pp | 37.78%-25.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $635 | $3,120-79.6% | $2,356-73.0% | $4,837-86.9% |
| Participant deferral / active EE | $7,277 | $4,616+57.7% | $3,849+89.1% | $6,341+14.8% |
| Admin fee / account holder | $31 | $8,065-99.6% | $6,181-99.5% | $12,309-99.8% |