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 | $175,008 | $104,664+67.2% | $85,682+104.3% | $167,490+4.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 19.55% | 21.45%-1.9pp | 21.49%-1.9pp | 478.56%-459.0pp |
| Employer contribution / active EE | $2,036 | $3,337-39.0% | $2,618-22.3% | $4,837-57.9% |
| Participant deferral / active EE | $3,061 | $4,824-36.6% | $3,923-22.0% | $6,341-51.7% |
| Admin fee / account holder | $6 | $10,032-99.9% | $6,873-99.9% | $12,309-99.9% |