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 | $192,731 | $117,841+63.6% | $102,423+88.2% | $145,922+32.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.69% | 31.65%-16.0pp | 29.32%-13.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $12,982 | $3,615+259.1% | $3,023+329.4% | $4,660+178.6% |
| Participant deferral / active EE | $7,128 | $5,731+24.4% | $5,053+41.1% | $6,688+6.6% |
| Admin fee / account holder | $135 | $13,326-99.0% | $9,451-98.6% | $13,397-99.0% |