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 | $213,607 | $102,966+107.5% | $90,281+136.6% | $152,861+39.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.18% | 95.16%-75.0pp | 78.10%-57.9pp | 345.32%-325.1pp |
| Employer contribution / active EE | $4,842 | $3,139+54.3% | $2,854+69.6% | $4,762+1.7% |
| Participant deferral / active EE | $8,352 | $4,281+95.1% | $3,885+115.0% | $5,850+42.8% |
| Admin fee / account holder | $51 | $6,171-99.2% | $5,351-99.0% | $11,596-99.6% |