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 | $97,125+86.3% | $86,233+109.8% | $137,256+31.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.52% | 74.19%-61.7pp | 61.39%-48.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $455 | $2,841-84.0% | $2,504-81.8% | $4,156-89.1% |
| Participant deferral / active EE | $11,700 | $5,180+125.9% | $4,559+156.6% | $6,407+82.6% |
| Admin fee / account holder | $120 | $9,725-98.8% | $8,342-98.6% | $12,270-99.0% |