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 | $221,357 | $109,881+101.5% | $150,045+47.5% | $84,808+161.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.81% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $6,175 | $3,561+73.4% | $4,693+31.6% | $2,631+134.7% |
| Participant deferral / active EE | $7,228 | $6,636+8.9% | $7,997-9.6% | $4,212+71.6% |
| Admin fee / account holder | -$11 | $8,568-100.1% | $13,435-100.1% | $7,344-100.2% |