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 | $191,878 | $69,207+177.3% | $64,056+199.5% | $139,434+37.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.53% | 45.88%-35.4pp | 33.69%-23.2pp | 372.94%-362.4pp |
| Employer contribution / active EE | $7,462 | $3,182+134.5% | $2,747+171.7% | $4,751+57.1% |
| Participant deferral / active EE | $2,092 | $4,682-55.3% | $3,880-46.1% | $6,710-68.8% |
| Admin fee / account holder | $15 | $4,244-99.7% | $3,068-99.5% | $11,403-99.9% |