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 | $237,741 | $105,181+126.0% | $159,436+49.1% | $85,850+176.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.84% | 45.07%-28.2pp | 263.57%-246.7pp | 318.53%-301.7pp |
| Employer contribution / active EE | $8,000 | $3,318+141.1% | $4,829+65.7% | $2,565+211.9% |
| Participant deferral / active EE | $7,619 | $5,945+28.2% | $7,352+3.6% | $3,952+92.8% |
| Admin fee / account holder | $39 | $6,933-99.4% | $10,799-99.6% | $6,260-99.4% |