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 | $180,897 | $100,773+79.5% | $88,946+103.4% | $142,382+27.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.52% | 70.18%-57.7pp | 57.82%-45.3pp | 217.08%-204.6pp |
| Employer contribution / active EE | $455 | $2,918-84.4% | $2,555-82.2% | $4,299-89.4% |
| Participant deferral / active EE | $11,700 | $5,230+123.7% | $4,581+155.4% | $6,507+79.8% |
| Admin fee / account holder | $120 | $9,693-98.8% | $8,261-98.5% | $12,624-99.0% |