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 | $195,034 | $84,527+130.7% | $67,711+188.0% | $125,391+55.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 1.14% | 2.57%-1.4pp | 25.41%-24.3pp | 282.22%-281.1pp |
| Employer contribution / active EE | $14,281 | $3,292+333.8% | $2,559+458.0% | $4,866+193.5% |
| Participant deferral / active EE | $6,500 | $4,429+46.8% | $3,585+81.3% | $5,352+21.5% |
| Admin fee / account holder | $16 | $5,340-99.7% | $4,255-99.6% | $9,540-99.8% |