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 | $166,015 | $105,859+56.8% | $90,160+84.1% | $147,584+12.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.39% | 37.63%-22.2pp | 34.88%-19.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,131 | $4,126-48.4% | $3,318-35.8% | $4,876-56.3% |
| Participant deferral / active EE | $12,130 | $5,733+111.6% | $5,288+129.4% | $5,439+123.0% |
| Admin fee / account holder | $36 | $8,046-99.5% | $5,943-99.4% | $10,885-99.7% |