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 | $210,611 | $106,890+97.0% | $84,015+150.7% | $152,861+37.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 25.71% | 104.99%-79.3pp | 71.31%-45.6pp | 345.32%-319.6pp |
| Employer contribution / active EE | $7,656 | $2,734+180.0% | $1,983+286.0% | $4,762+60.8% |
| Participant deferral / active EE | $6,843 | $4,011+70.6% | $3,239+111.3% | $5,850+17.0% |
| Admin fee / account holder | $25 | $8,285-99.7% | $6,101-99.6% | $11,596-99.8% |