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 | $189,312 | $107,334+76.4% | $92,893+103.8% | $152,861+23.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.07% | 145.58%-129.5pp | 109.41%-93.3pp | 345.32%-329.3pp |
| Employer contribution / active EE | $7,138 | $4,221+69.1% | $3,653+95.4% | $4,762+49.9% |
| Participant deferral / active EE | $7,581 | $4,845+56.5% | $4,236+79.0% | $5,850+29.6% |
| Admin fee / account holder | $60 | $7,079-99.2% | $5,794-99.0% | $11,596-99.5% |