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 | $206,006 | $111,724+84.4% | $93,606+120.1% | $145,922+41.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.77% | 202.98%-190.2pp | 133.20%-120.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $744 | $3,090-75.9% | $2,420-69.3% | $4,660-84.0% |
| Participant deferral / active EE | $8,714 | $4,912+77.4% | $4,411+97.5% | $6,688+30.3% |
| Admin fee / account holder | $155 | $10,250-98.5% | $8,285-98.1% | $13,397-98.8% |