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 | $197,435 | $104,907+88.2% | $84,611+133.3% | $152,861+29.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 19.53% | 373.79%-354.3pp | 258.74%-239.2pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,436 | $3,302-26.2% | $2,652-8.2% | $4,762-48.9% |
| Participant deferral / active EE | $12,729 | $4,688+171.5% | $3,899+226.5% | $5,850+117.6% |
| Admin fee / account holder | $249 | $6,241-96.0% | $4,912-94.9% | $11,596-97.9% |