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 | $148,063 | $96,305+53.7% | $80,569+83.8% | $139,434+6.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.36% | 1350.08%-1329.7pp | 935.43%-915.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $6,147 | $3,262+88.4% | $2,723+125.7% | $4,751+29.4% |
| Participant deferral / active EE | $11,020 | $5,232+110.6% | $4,447+147.8% | $6,710+64.2% |
| Admin fee / account holder | $248 | $6,599-96.2% | $5,377-95.4% | $11,403-97.8% |