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 | $184,407 | $116,175+58.7% | $93,606+97.0% | $152,861+20.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 48.92% | 35.96%+13.0pp | 32.76%+16.2pp | 345.32%-296.4pp |
| Employer contribution / active EE | $14,189 | $3,218+340.9% | $2,718+422.1% | $4,762+198.0% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $90 | $10,748-99.2% | $7,888-98.9% | $11,596-99.2% |