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 | $218,430 | $153,311+42.5% | $109,313+99.8% | $273,961-20.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 10.32% | 29.86%-19.5pp | 22.07%-11.8pp | 41.45%-31.1pp |
| Employer contribution / active EE | $16,496 | $5,619+193.6% | $3,892+323.8% | $4,869+238.8% |
| Participant deferral / active EE | $10,500 | $3,932+167.0% | $3,166+231.6% | $5,287+98.6% |
| Admin fee / account holder | $47 | $8,076-99.4% | $5,666-99.2% | $10,132-99.5% |