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 | $169,887 | $116,175+46.2% | $93,606+81.5% | $152,861+11.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.53% | 35.96%-13.4pp | 32.76%-10.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $9,741 | $3,218+202.7% | $2,718+258.4% | $4,762+104.5% |
| Participant deferral / active EE | $15,500 | $4,603+236.7% | $4,069+281.0% | $5,850+165.0% |
| Admin fee / account holder | $18 | $10,748-99.8% | $7,888-99.8% | $11,596-99.8% |